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 Q3	$206K	Hold	2,000	–	–	0.03%	151
2026 Q2	$266K	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

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Lee Financial's AIRR Position: Q3 2026 in Review

Lee Financial held its First Trust RBA American Industrial Renaissance ETF (AIRR) position steady in Q3 2026 at 2,000 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #151.

Lee Financial first reported a position in AIRR in Q1 2022 and has held it in 11 quarters since. The position peaked at $266K in Q2 2026. 163 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

Lee Financial held 2,000 shares of First Trust RBA American Industrial Renaissance ETF worth $206K as of Q3 2026.
Lee Financial left its First Trust RBA American Industrial Renaissance ETF share count unchanged in Q3 2026.
First Trust RBA American Industrial Renaissance ETF made up 0.03% of Lee Financial's portfolio in Q3 2026, its #151 holding.
Lee Financial first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2022 and has held it in 11 quarters since.
Lee Financial's First Trust RBA American Industrial Renaissance ETF position peaked at $266K in Q2 2026.
163 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.