Steward Partners Investment Advisory’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Steward Partners Investment Advisory’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	$20.1M	Buy	150,473 +25,221	+20%	+$3.18M	0.1%	195
2026 Q1	$13.9M	Buy	125,252 +2,212	+2%	+$250K	0.07%	262
2025 Q4	$12.1M	Buy	123,040 +6,566	+6%	+$643K	0.07%	258
2025 Q3	$11.3M	Sell	116,474 -1,041	-0.9%	-$93.1K	0.06%	260
2025 Q2	$9.57M	Sell	117,515 -2,286	-2%	-$169K	0.07%	259
2025 Q1	$8.17M	Buy	119,801 +18,064	+18%	+$1.36M	0.07%	281
2024 Q4	$7.84M	Buy	101,737 +27,498	+37%	+$2.19M	0.07%	273
2024 Q3	$5.54M	Buy	74,239 +50,982	+219%	+$3.61M	0.05%	337
2024 Q2	$1.59M	Buy	23,257 +10,574	+83%	+$718K	0.02%	659
2024 Q1	$854K	Buy	12,683 +2,162	+21%	+$129K	0.01%	853
2023 Q4	$609K	Buy	10,521 +275	+3%	+$14.2K	0.01%	912
2023 Q3	$528K	Buy	10,246 +10,240	+170,667%	+$550K	0.01%	904
2023 Q2	$324	Hold	6	–	–	﹤0.01%	3215
2023 Q1	$288	Hold	6	–	–	﹤0.01%	3210
2022 Q4	$265	Hold	6	–	–	﹤0.01%	3240
2022 Q3	$0	Hold	6	–	–	﹤0.01%	3216
2022 Q2	$0	Hold	6	–	–	﹤0.01%	3226
2022 Q1	$0	Hold	6	–	–	﹤0.01%	3270
2021 Q4	$0	Hold	6	–	–	﹤0.01%	3172
2021 Q3	$0	Buy	+6	New	+$247	﹤0.01%	3148
2021 Q2	–	Sell	-1,000	Closed	-$40.6K	–	7074
2021 Q1	$40.6K	Buy	+1,000	New	+$38.2K	﹤0.01%	2090

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

Steward Partners Investment Advisory's AIRR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 20% in Q2 2026, buying an estimated $3.18M and bringing the position to 150,473 shares worth $20.1M. The position accounts for 0.1% of the portfolio, ranked #195.

Steward Partners Investment Advisory first reported a position in AIRR in Q1 2021 and has held it in 21 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Steward Partners Investment Advisory held 150,473 shares of First Trust RBA American Industrial Renaissance ETF worth $20.1M as of Q2 2026.
Steward Partners Investment Advisory bought 25,221 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $3.18M.
First Trust RBA American Industrial Renaissance ETF made up 0.1% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #195 holding.
Steward Partners Investment Advisory first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2021 and has held it in 21 quarters since.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.