GoalVest Advisory’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

GoalVest Advisory’s Portfolio AIRR Stock Details AIRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$698K	Buy	5,235 +5,046	+2,670%	+$637K	0.13%	77
2026 Q1	$20.9K	Sell	189 -1,593	-89%	-$180K	﹤0.01%	323
2025 Q4	$175K	Buy	1,782 +1,732	+3,464%	+$170K	0.03%	154
2025 Q3	$4.83K	Buy	+50	New	+$4.47K	﹤0.01%	367
2025 Q2	–	Sell	-28,237	Closed	-$1.93M	–	365
2025 Q1	$1.93M	Buy	28,237 +1,979	+8%	+$149K	0.53%	32
2024 Q4	$2.02M	Buy	26,258 +26,116	+18,392%	+$2.08M	0.55%	31
2024 Q3	$10.6K	Buy	+142	New	+$10.1K	﹤0.01%	316

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GoalVest Advisory's AIRR Position: Q2 2026 in Review

GoalVest Advisory increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 2,670% in Q2 2026, buying an estimated $637K and bringing the position to 5,235 shares worth $698K. The position accounts for 0.13% of the portfolio, ranked #77.

GoalVest Advisory first reported a position in AIRR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q4 2024. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

GoalVest Advisory held 5,235 shares of First Trust RBA American Industrial Renaissance ETF worth $698K as of Q2 2026.
GoalVest Advisory bought 5,046 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $637K.
First Trust RBA American Industrial Renaissance ETF made up 0.13% of GoalVest Advisory's portfolio in Q2 2026, its #77 holding.
GoalVest Advisory first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and has held it in 7 quarters since.
GoalVest Advisory's First Trust RBA American Industrial Renaissance ETF position peaked at $2.02M in Q4 2024.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.