Kingswood Wealth Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Kingswood Wealth Advisors’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	$6.43M	Buy	48,283 +3,926	+9%	+$496K	0.26%	87
2026 Q1	$4.91M	Buy	44,357 +27,073	+157%	+$3.06M	0.23%	100
2025 Q4	$1.7M	Buy	17,284 +8,202	+90%	+$804K	0.08%	245
2025 Q3	$878K	Buy	9,082 +4,048	+80%	+$362K	0.05%	330
2025 Q2	$410K	Buy	5,034 +126	+3%	+$9.29K	0.03%	470
2025 Q1	$335K	Buy	4,908 +464	+10%	+$34.9K	0.03%	506
2024 Q4	$342K	Buy	+4,444	New	+$354K	0.03%	560

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

Kingswood Wealth Advisors's AIRR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 8.9% in Q2 2026, buying an estimated $496K and bringing the position to 48,283 shares worth $6.43M. The position accounts for 0.26% of the portfolio, ranked #87.

Kingswood Wealth Advisors first reported a position in AIRR in Q4 2024 and has held it in 7 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Kingswood Wealth Advisors held 48,283 shares of First Trust RBA American Industrial Renaissance ETF worth $6.43M as of Q2 2026.
Kingswood Wealth Advisors bought 3,926 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $496K.
First Trust RBA American Industrial Renaissance ETF made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Kingswood Wealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 7 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.