Pacific Excel Wealth Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Pacific Excel Wealth Advisors’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	–	Sell	-3,037	Closed	-$336K	–	232
2026 Q1	$336K	Buy	3,037 +967	+47%	+$109K	0.35%	88
2025 Q4	$204K	Buy	+2,070	New	+$203K	0.38%	87

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

Pacific Excel Wealth Advisors's AIRR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2026, closing a stake of 3,037 shares — an estimated $336K sold.

Pacific Excel Wealth Advisors first reported a position in AIRR in Q4 2025 and held it in 2 quarters. The position peaked at $336K in Q1 2026. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Pacific Excel Wealth Advisors reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q2 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 3,037 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $336K.
Pacific Excel Wealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2025 and held it in 2 quarters.
Pacific Excel Wealth Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $336K in Q1 2026.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.