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

PTM 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
2026 Q1	$8.89M	Buy	+78,274	New	+$8.85M	4.71%	9

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PTM Wealth Management's AIRR Position: Q1 2026 in Review

PTM Wealth Management opened a new position in First Trust RBA American Industrial Renaissance ETF (AIRR) in Q1 2026: 78,274 shares worth $8.89M. The stake represents 4.71% of the portfolio and ranks #9 among its holdings.

499 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

PTM Wealth Management held 78,274 shares of First Trust RBA American Industrial Renaissance ETF worth $8.89M as of Q1 2026.
First Trust RBA American Industrial Renaissance ETF was a new PTM Wealth Management position in Q1 2026.
First Trust RBA American Industrial Renaissance ETF made up 4.71% of PTM Wealth Management's portfolio in Q1 2026, its #9 holding.
499 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.