Jones Financial Companies’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Jones Financial Companies’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	$15.3K	Sell	118 -925	-89%	-$117K	﹤0.01%	3617
2026 Q1	$114K	Buy	1,043 +1,034	+11,489%	+$117K	﹤0.01%	2617
2025 Q4	$885	Buy	+9	New	+$882	﹤0.01%	4049

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

Jones Financial Companies's AIRR Position: Q2 2026 in Review

Jones Financial Companies reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 89% in Q2 2026, selling an estimated $117K and leaving 118 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3617.

Jones Financial Companies first reported a position in AIRR in Q4 2025 and has held it in 3 quarters since. The position peaked at $114K in Q1 2026. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Jones Financial Companies held 118 shares of First Trust RBA American Industrial Renaissance ETF worth $15.3K as of Q2 2026.
Jones Financial Companies sold 925 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $117K.
First Trust RBA American Industrial Renaissance ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3617 holding.
Jones Financial Companies first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2025 and has held it in 3 quarters since.
Jones Financial Companies's First Trust RBA American Industrial Renaissance ETF position peaked at $114K in Q1 2026.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.