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 Q3	$709K	Buy	6,869 +1,634	+31%	+$189K	0.12%	83
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

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GoalVest Advisory's AIRR Position: Q3 2026 in Review

GoalVest Advisory increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 31% in Q3 2026, buying an estimated $189K and bringing the position to 6,869 shares worth $709K. The position accounts for 0.12% of the portfolio, ranked #83.

GoalVest Advisory first reported a position in AIRR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.02M in Q4 2024. 230 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

GoalVest Advisory held 6,869 shares of First Trust RBA American Industrial Renaissance ETF worth $709K as of Q3 2026.
GoalVest Advisory bought 1,634 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $189K.
First Trust RBA American Industrial Renaissance ETF made up 0.12% of GoalVest Advisory's portfolio in Q3 2026, its #83 holding.
GoalVest Advisory first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and has held it in 8 quarters since.
GoalVest Advisory's First Trust RBA American Industrial Renaissance ETF position peaked at $2.02M in Q4 2024.
230 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.