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Sage Private Wealth Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Sage Private Wealth Group’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 		$21.9M Sell
197,355
-671
-0.3% -$75.9K 11% 1
2025
Q4 		$19.5M Buy
198,026
+3,498
+2% +$343K 10.47% 1
2025
Q3 		$18.8M Buy
194,528
+27,725
+17% +$2.48M 10.46% 2
2025
Q2 		$13.6M Sell
166,803
-11,032
-6% -$814K 8.7% 2
2025
Q1 		$12.1M Buy
177,835
+2,562
+1% +$193K 9.18% 4
2024
Q4 		$13.5M Buy
175,273
+5,126
+3% +$409K 10.14% 4
2024
Q3 		$12.7M Buy
170,147
+6,039
+4% +$428K 10.01% 4
2024
Q2 		$11.2M Buy
164,108
+68,046
+71% +$4.62M 9.44% 5
2024
Q1 		$6.47M Buy
96,062
+21,415
+29% +$1.28M 5.18% 6
2023
Q4 		$4.32M Sell
74,647
-2,835
-4% -$146K 3.85% 8
2023
Q3 		$3.99M Buy
+77,482
New +$4.16M 5.5% 6

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sage Private Wealth Group's AIRR Position: Q1 2026 in Review

Sage Private Wealth Group reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.34% in Q1 2026, selling an estimated $75.9K and leaving 197,355 shares worth $21.9M. The position accounts for 11% of the portfolio, ranked #1.

Sage Private Wealth Group first reported a position in AIRR in Q3 2023 and has held it in 11 quarters since. 497 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

  • Sage Private Wealth Group held 197,355 shares of First Trust RBA American Industrial Renaissance ETF worth $21.9M as of Q1 2026.
  • Sage Private Wealth Group sold 671 First Trust RBA American Industrial Renaissance ETF shares in Q1 2026, an estimated $75.9K.
  • First Trust RBA American Industrial Renaissance ETF made up 11% of Sage Private Wealth Group's portfolio in Q1 2026, its #1 holding.
  • Sage Private Wealth Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2023 and has held it in 11 quarters since.
  • 497 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.