JBR Co Financial Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

JBR Co Financial 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	$5.45M	Buy	40,880 +6,535	+19%	+$825K	1.99%	10
2026 Q1	$3.38M	Hold	34,345	–	–	1.41%	18
2025 Q4	$3.38M	Buy	34,345 +2,539	+8%	+$249K	1.41%	18
2025 Q3	$3.08M	Buy	31,806 +5,154	+19%	+$461K	1.3%	19
2025 Q2	$2.17M	Buy	26,652 +755	+3%	+$55.7K	1.07%	22
2025 Q1	$1.77M	Buy	25,897 +9,321	+56%	+$701K	1.03%	26
2024 Q4	$1.28M	Buy	16,576 +7,105	+75%	+$567K	0.78%	36
2024 Q3	$707K	Buy	9,471 +5,971	+171%	+$423K	0.46%	49
2024 Q2	$239K	Buy	+3,500	New	+$238K	0.17%	89

Other funds holding AIRR

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

JBR Co Financial Management's AIRR Position: Q2 2026 in Review

JBR Co Financial Management increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 19% in Q2 2026, buying an estimated $825K and bringing the position to 40,880 shares worth $5.45M. The position accounts for 1.99% of the portfolio, ranked #10.

JBR Co Financial Management first reported a position in AIRR in Q2 2024 and has held it in 9 quarters since. 175 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

JBR Co Financial Management held 40,880 shares of First Trust RBA American Industrial Renaissance ETF worth $5.45M as of Q2 2026.
JBR Co Financial Management bought 6,535 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $825K.
First Trust RBA American Industrial Renaissance ETF made up 1.99% of JBR Co Financial Management's portfolio in Q2 2026, its #10 holding.
JBR Co Financial Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2024 and has held it in 9 quarters since.
175 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.