Plan Group Financial
AIRR icon

Plan Group Financial’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Plan Group Financial’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
Q3 		– Sell
-21,120
Closed -$2.81M – 230
2026
Q2 		$2.81M Buy
21,120
+12,520
+146% +$1.58M 0.58% 61
2026
Q1 		$953K Buy
8,600
+5,300
+161% +$599K 0.22% 96
2025
Q4 		$324K Buy
+3,300
New +$323K 0.08% 150

Other funds holding AIRR

Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Plan Group Financial's AIRR Position: Q3 2026 in Review

Plan Group Financial sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q3 2026, closing a stake of 21,120 shares — an estimated $2.81M sold.

Plan Group Financial first reported a position in AIRR in Q4 2025 and held it in 3 quarters. The position peaked at $2.81M in Q2 2026. 173 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

  • Plan Group Financial reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q3 2026 after selling out during the quarter.
  • Plan Group Financial sold 21,120 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $2.81M.
  • Plan Group Financial first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2025 and held it in 3 quarters.
  • Plan Group Financial's First Trust RBA American Industrial Renaissance ETF position peaked at $2.81M in Q2 2026.
  • 173 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.