Simon Quick Advisors
AIRR icon

Simon Quick Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Simon Quick Advisors’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 		$227K Hold
2,194
– – 0.01% 418
2026
Q2 		$292K Sell
2,194
-163
-7% -$20.6K 0.01% 338
2026
Q1 		$261K Buy
+2,357
New +$267K 0.01% 327

Other funds holding AIRR

Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
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
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 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

Simon Quick Advisors's AIRR Position: Q3 2026 in Review

Simon Quick Advisors held its First Trust RBA American Industrial Renaissance ETF (AIRR) position steady in Q3 2026 at 2,194 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #418.

Simon Quick Advisors first reported a position in AIRR in Q1 2026 and has held it in 3 quarters since. The position peaked at $292K in Q2 2026. 209 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

  • Simon Quick Advisors held 2,194 shares of First Trust RBA American Industrial Renaissance ETF worth $227K as of Q3 2026.
  • Simon Quick Advisors left its First Trust RBA American Industrial Renaissance ETF share count unchanged in Q3 2026.
  • First Trust RBA American Industrial Renaissance ETF made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #418 holding.
  • Simon Quick Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2026 and has held it in 3 quarters since.
  • Simon Quick Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $292K in Q2 2026.
  • 209 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.