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Independent Advisor Alliance’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Independent Advisor Alliance’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 		– Sell
-181,096
Closed -$20.1M – 1062
2026
Q1 		$20.1M Buy
+181,096
New +$20.5M 0.22% 92
2025
Q1 		– Sell
-11,096
Closed -$855K – 818
2024
Q4 		$855K Buy
+11,096
New +$885K 0.01% 775

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Advisor Alliance's AIRR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2026, closing a stake of 181,096 shares — an estimated $20.1M sold.

Independent Advisor Alliance first reported a position in AIRR in Q4 2024 and held it in 2 quarters. The position peaked at $20.1M in Q1 2026. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 181,096 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $20.1M.
  • Independent Advisor Alliance first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust RBA American Industrial Renaissance ETF position peaked at $20.1M in Q1 2026.
  • 568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.