Stonebridge Financial Planning Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Stonebridge Financial Planning 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	$2.14M	Buy	16,038 +1,196	+8%	+$151K	0.68%	42
2026 Q1	$1.64M	Buy	14,842 +476	+3%	+$53.8K	0.6%	52
2025 Q4	$1.41M	Buy	14,366 +4,537	+46%	+$444K	0.51%	61
2025 Q3	$950K	Buy	9,829 +4,753	+94%	+$425K	0.36%	82
2025 Q2	$413K	Buy	5,076 +256	+5%	+$18.9K	0.17%	120
2025 Q1	$329K	Buy	+4,820	New	+$363K	0.15%	131
2022 Q1	–	Sell	-150	Closed	-$6K	–	124
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	356
2021 Q3	$7K	Hold	150	–	–	﹤0.01%	361
2021 Q2	$6K	Buy	+150	New	+$6.21K	﹤0.01%	376

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

Stonebridge Financial Planning Group's AIRR Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 8.1% in Q2 2026, buying an estimated $151K and bringing the position to 16,038 shares worth $2.14M. The position accounts for 0.68% of the portfolio, ranked #42.

Stonebridge Financial Planning Group first reported a position in AIRR in Q2 2021 and has held it in 9 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Stonebridge Financial Planning Group held 16,038 shares of First Trust RBA American Industrial Renaissance ETF worth $2.14M as of Q2 2026.
Stonebridge Financial Planning Group bought 1,196 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $151K.
First Trust RBA American Industrial Renaissance ETF made up 0.68% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #42 holding.
Stonebridge Financial Planning Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2021 and has held it in 9 quarters since.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.