Golden State Wealth Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Golden State Wealth Management’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	$442K	Buy	3,318 +2	+0.1%	+$252	0.04%	301
2026 Q1	$367K	Buy	3,316 +7	+0.2%	+$792	0.04%	298
2025 Q4	$325K	Buy	3,309 +426	+15%	+$41.7K	0.03%	314
2025 Q3	$279K	Hold	2,883	–	–	0.03%	325
2025 Q2	$235K	Buy	2,883 +2,583	+861%	+$190K	0.03%	339
2025 Q1	$20.5K	Hold	300	–	–	﹤0.01%	789
2024 Q4	$23.1K	Buy	+300	New	+$23.9K	﹤0.01%	737

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

Golden State Wealth Management's AIRR Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.06% in Q2 2026, buying an estimated $252 and bringing the position to 3,318 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #301.

Golden State Wealth Management first reported a position in AIRR in Q4 2024 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Golden State Wealth Management held 3,318 shares of First Trust RBA American Industrial Renaissance ETF worth $442K as of Q2 2026.
Golden State Wealth Management bought 2 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $252.
First Trust RBA American Industrial Renaissance ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #301 holding.
Golden State Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 7 quarters since.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.