Legacy Capital Group California’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Legacy Capital Group California’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
2024 Q3	–	Sell	-4,153	Closed	-$284K	–	314
2024 Q2	$284K	Buy	+4,153	New	+$282K	0.1%	232
2023 Q2	–	Sell	-35,798	Closed	-$1.72M	–	265
2023 Q1	$1.72M	Buy	+35,798	New	+$1.71M	0.84%	18

Other funds holding AIRR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Legacy Capital Group California's AIRR Position: Q3 2024 in Review

Legacy Capital Group California sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q3 2024, closing a stake of 4,153 shares — an estimated $284K sold.

Legacy Capital Group California first reported a position in AIRR in Q1 2023 and held it in 2 quarters. The position peaked at $1.72M in Q1 2023. 207 funds tracked by Wall St. Rank hold AIRR as of Q3 2024.

Legacy Capital Group California reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q3 2024 after selling out during the quarter.
Legacy Capital Group California sold 4,153 First Trust RBA American Industrial Renaissance ETF shares in Q3 2024, an estimated $284K.
Legacy Capital Group California first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2023 and held it in 2 quarters.
Legacy Capital Group California's First Trust RBA American Industrial Renaissance ETF position peaked at $1.72M in Q1 2023.
207 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.