Measured Wealth Private Client Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Measured Wealth Private Client Group’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
2025 Q2	–	Sell	-3,509	Closed	-$239K	–	181
2025 Q1	$239K	Sell	3,509 -1,682	-32%	-$127K	0.08%	151
2024 Q4	$400K	Buy	+5,191	New	+$414K	0.13%	104

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Measured Wealth Private Client Group's AIRR Position: Q2 2025 in Review

Measured Wealth Private Client Group sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2025, closing a stake of 3,509 shares — an estimated $239K sold.

Measured Wealth Private Client Group first reported a position in AIRR in Q4 2024 and held it in 2 quarters. The position peaked at $400K in Q4 2024. 346 funds tracked by Wall St. Rank hold AIRR as of Q2 2025.

Measured Wealth Private Client Group reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q2 2025 after selling out during the quarter.
Measured Wealth Private Client Group sold 3,509 First Trust RBA American Industrial Renaissance ETF shares in Q2 2025, an estimated $239K.
Measured Wealth Private Client Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and held it in 2 quarters.
Measured Wealth Private Client Group's First Trust RBA American Industrial Renaissance ETF position peaked at $400K in Q4 2024.
346 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2025, filed 13 Aug 2025.