MWM
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MGB Wealth Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

MGB Wealth Management’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
Q4 		$112K Buy
1,135
+1
+0.1% +$98 0.03% 240
2025
Q3 		$110K Hold
1,134
– – 0.03% 244
2025
Q2 		$92.3K Buy
1,134
+33
+3% +$2.43K 0.03% 244
2025
Q1 		$75.1K Hold
1,101
– – 0.03% 240
2024
Q4 		$84.8K Buy
1,101
+1
+0.1% +$80 0.03% 229
2024
Q3 		$82.2K Hold
1,100
– – 0.03% 224
2024
Q2 		$78.3K Hold
1,100
– – 0.03% 224
2024
Q1 		$74.1K Hold
1,100
– – 0.03% 215
2023
Q4 		$63.6K Buy
+1,100
New +$56.7K 0.03% 213

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return