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

Lee Financial’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	$267K	Hold	2,000	–	–	0.03%	144
2026 Q1	$222K	Buy	+2,000	New	+$226K	0.03%	140
2024 Q1	–	Sell	-2,000	Closed	-$116K	–	168
2023 Q4	$116K	Hold	2,000	–	–	0.02%	167
2023 Q3	$103K	Hold	2,000	–	–	0.02%	163
2023 Q2	$108K	Hold	2,000	–	–	0.02%	159
2023 Q1	$96K	Hold	2,000	–	–	0.02%	173
2022 Q4	$88.2K	Hold	2,000	–	–	0.02%	206
2022 Q3	$76K	Hold	2,000	–	–	0.01%	212
2022 Q2	$74K	Hold	2,000	–	–	0.01%	210
2022 Q1	$85K	Buy	+2,000	New	+$84.6K	0.02%	197

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

Lee Financial's AIRR Position: Q2 2026 in Review

Lee Financial held its First Trust RBA American Industrial Renaissance ETF (AIRR) position steady in Q2 2026 at 2,000 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #144.

Lee Financial first reported a position in AIRR in Q1 2022 and has held it in 10 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Lee Financial held 2,000 shares of First Trust RBA American Industrial Renaissance ETF worth $267K as of Q2 2026.
Lee Financial left its First Trust RBA American Industrial Renaissance ETF share count unchanged in Q2 2026.
First Trust RBA American Industrial Renaissance ETF made up 0.03% of Lee Financial's portfolio in Q2 2026, its #144 holding.
Lee Financial first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2022 and has held it in 10 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.