Sound View Wealth Advisors Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Sound View Wealth Advisors 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 Q2	$2.16M	Buy	16,227 +4,964	+44%	+$627K	0.13%	131
2026 Q1	$1.25M	Buy	11,263 +1,178	+12%	+$133K	0.08%	167
2025 Q4	$992K	Buy	10,085 +2,379	+31%	+$233K	0.07%	192
2025 Q3	$745K	Hold	7,706	–	–	0.05%	229
2025 Q2	$627K	Hold	7,706	–	–	0.05%	245
2025 Q1	$526K	Buy	7,706 +2,972	+63%	+$224K	0.04%	251
2024 Q4	$365K	Buy	4,734 +625	+15%	+$49.8K	0.03%	305
2024 Q3	$307K	Buy	+4,109	New	+$291K	0.03%	331

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sound View Wealth Advisors Group's AIRR Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 44% in Q2 2026, buying an estimated $627K and bringing the position to 16,227 shares worth $2.16M. The position accounts for 0.13% of the portfolio, ranked #131.

Sound View Wealth Advisors Group first reported a position in AIRR in Q3 2024 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Sound View Wealth Advisors Group held 16,227 shares of First Trust RBA American Industrial Renaissance ETF worth $2.16M as of Q2 2026.
Sound View Wealth Advisors Group bought 4,964 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $627K.
First Trust RBA American Industrial Renaissance ETF made up 0.13% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #131 holding.
Sound View Wealth Advisors Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and has held it in 8 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.