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

PCG 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	$7.82M	Buy	58,678 +2,531	+5%	+$319K	1.74%	13
2026 Q1	$6.22M	Buy	56,147 +2,038	+4%	+$231K	1.57%	16
2025 Q4	$5.32M	Buy	54,109 +1,488	+3%	+$146K	1.51%	21
2025 Q3	$5.09M	Buy	52,621 +1,780	+4%	+$159K	1.48%	18
2025 Q2	$4.14M	Buy	50,841 +5,254	+12%	+$387K	2.12%	11
2025 Q1	$3.11M	Buy	45,587 +7,671	+20%	+$577K	1.09%	28
2024 Q4	$2.92M	Sell	37,916 -10,226	-21%	-$815K	1.08%	32
2024 Q3	$3.59M	Buy	48,142 +1,991	+4%	+$141K	1.39%	25
2024 Q2	$3.15M	Buy	46,151 +14,466	+46%	+$982K	1.37%	29
2024 Q1	$2.13M	Sell	31,685 -7,926	-20%	-$474K	1.01%	34
2023 Q4	$2.29M	Buy	39,611 +13,487	+52%	+$695K	1.28%	28
2023 Q3	$1.35M	Sell	26,124 -9,820	-27%	-$527K	0.88%	33
2023 Q2	$1.94M	Sell	35,944 -1,731	-5%	-$83.7K	1.21%	25
2023 Q1	$1.81M	Buy	37,675 +20,335	+117%	+$974K	1.14%	24
2022 Q4	$765K	Sell	17,340 -41,708	-71%	-$1.84M	0.48%	51
2022 Q3	$2.26M	Buy	59,048 +29,063	+97%	+$1.2M	0.81%	30
2022 Q2	$1.11M	Sell	29,985 -1,078	-3%	-$42.4K	0.8%	28
2022 Q1	$1.32M	Buy	31,063 +1,637	+6%	+$69.3K	0.84%	29
2021 Q4	$1.32M	Buy	+29,426	New	+$1.31M	0.92%	25

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

PCG Wealth Advisors's AIRR Position: Q2 2026 in Review

PCG Wealth Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 4.5% in Q2 2026, buying an estimated $319K and bringing the position to 58,678 shares worth $7.82M. The position accounts for 1.74% of the portfolio, ranked #13.

PCG Wealth Advisors first reported a position in AIRR in Q4 2021 and has held it in 19 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

PCG Wealth Advisors held 58,678 shares of First Trust RBA American Industrial Renaissance ETF worth $7.82M as of Q2 2026.
PCG Wealth Advisors bought 2,531 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $319K.
First Trust RBA American Industrial Renaissance ETF made up 1.74% of PCG Wealth Advisors's portfolio in Q2 2026, its #13 holding.
PCG Wealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2021 and has held it in 19 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.