Sage Private Wealth Group
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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
Q3 		$22.6M Buy
218,529
+11,976
+6% +$1.38M 7.58% 2
2026
Q2 		$27.5M Buy
206,553
+9,198
+5% +$1.16M 12.37% 1
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

Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 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
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Sage Private Wealth Group's AIRR Position: Q3 2026 in Review

Sage Private Wealth Group increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 5.8% in Q3 2026, buying an estimated $1.38M and bringing the position to 218,529 shares worth $22.6M. The position accounts for 7.58% of the portfolio, ranked #2.

Sage Private Wealth Group first reported a position in AIRR in Q3 2023 and has held it in 13 quarters since. The position peaked at $27.5M in Q2 2026. 163 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

  • Sage Private Wealth Group held 218,529 shares of First Trust RBA American Industrial Renaissance ETF worth $22.6M as of Q3 2026.
  • Sage Private Wealth Group bought 11,976 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $1.38M.
  • First Trust RBA American Industrial Renaissance ETF made up 7.58% of Sage Private Wealth Group's portfolio in Q3 2026, its #2 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 13 quarters since.
  • Sage Private Wealth Group's First Trust RBA American Industrial Renaissance ETF position peaked at $27.5M in Q2 2026.
  • 163 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.