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

Harbor Investment 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
2022 Q1	–	Sell	-18	Closed	-$1K	–	1330
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	1252
2021 Q3	$1K	Sell	18 -149	-89%	-$6.13K	﹤0.01%	1259
2021 Q2	$7K	Buy	167 +3	+2%	+$124	﹤0.01%	1058
2021 Q1	$7K	Buy	+164	New	+$6.27K	﹤0.01%	1034

Other funds holding AIRR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbor Investment Advisory's AIRR Position: Q1 2022 in Review

Harbor Investment Advisory sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q1 2022, closing a stake of 18 shares — an estimated $1K sold.

Harbor Investment Advisory first reported a position in AIRR in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 63 funds tracked by Wall St. Rank hold AIRR as of Q1 2022.

Harbor Investment Advisory reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q1 2022 after selling out during the quarter.
Harbor Investment Advisory sold 18 First Trust RBA American Industrial Renaissance ETF shares in Q1 2022, an estimated $1K.
Harbor Investment Advisory first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2021 and held it in 4 quarters.
Harbor Investment Advisory's First Trust RBA American Industrial Renaissance ETF position peaked at $7K in Q2 2021.
63 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2022.

Based on Harbor Investment Advisory's 13F filing for Q1 2022, filed 20 Apr 2022.