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Pecaut & Co’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Pecaut & Co’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 		$7.31M Sell
54,856
-130
-0.2% -$16.4K 2.23% 15
2026
Q1 		$6.09M Buy
54,986
+7,639
+16% +$864K 1.98% 18
2025
Q4 		$4.66M Sell
47,347
-567
-1% -$55.5K 1.5% 20
2025
Q3 		$4.63M Buy
+47,914
New +$4.29M 1.49% 20

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pecaut & Co's AIRR Position: Q2 2026 in Review

Pecaut & Co reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.24% in Q2 2026, selling an estimated $16.4K and leaving 54,856 shares worth $7.31M. The position accounts for 2.23% of the portfolio, ranked #15.

Pecaut & Co first reported a position in AIRR in Q3 2025 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • Pecaut & Co held 54,856 shares of First Trust RBA American Industrial Renaissance ETF worth $7.31M as of Q2 2026.
  • Pecaut & Co sold 130 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $16.4K.
  • First Trust RBA American Industrial Renaissance ETF made up 2.23% of Pecaut & Co's portfolio in Q2 2026, its #15 holding.
  • Pecaut & Co first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2025 and has held it in 4 quarters since.
  • 568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.