Grantvest Financial Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Grantvest Financial Group’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	$982K	Buy	7,366 +199	+3%	+$25.1K	0.57%	38
2026 Q1	$794K	Buy	7,167 +1,294	+22%	+$146K	0.51%	42
2025 Q4	$577K	Buy	5,873 +2,041	+53%	+$200K	0.37%	65
2025 Q3	$370K	Buy	3,832 +433	+13%	+$38.7K	0.26%	90
2025 Q2	$277K	Buy	3,399 +335	+11%	+$24.7K	0.21%	110
2025 Q1	$209K	Buy	+3,064	New	+$231K	0.17%	127

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

Grantvest Financial Group's AIRR Position: Q2 2026 in Review

Grantvest Financial Group increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 2.8% in Q2 2026, buying an estimated $25.1K and bringing the position to 7,366 shares worth $982K. The position accounts for 0.57% of the portfolio, ranked #38.

Grantvest Financial Group first reported a position in AIRR in Q1 2025 and has held it in 6 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Grantvest Financial Group held 7,366 shares of First Trust RBA American Industrial Renaissance ETF worth $982K as of Q2 2026.
Grantvest Financial Group bought 199 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $25.1K.
First Trust RBA American Industrial Renaissance ETF made up 0.57% of Grantvest Financial Group's portfolio in Q2 2026, its #38 holding.
Grantvest Financial Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2025 and has held it in 6 quarters since.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.