Summit Financial’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Summit Financial’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	$3.02M	Buy	22,664 +5,842	+35%	+$737K	0.03%	496
2026 Q1	$1.86M	Buy	16,822 +5,958	+55%	+$674K	0.02%	594
2025 Q4	$1.07M	Buy	10,864 +2,347	+28%	+$230K	0.02%	649
2025 Q3	$823K	Buy	+8,517	New	+$762K	0.01%	708

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

Summit Financial's AIRR Position: Q2 2026 in Review

Summit Financial increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 35% in Q2 2026, buying an estimated $737K and bringing the position to 22,664 shares worth $3.02M. The position accounts for 0.03% of the portfolio, ranked #496.

Summit Financial first reported a position in AIRR in Q3 2025 and has held it in 4 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Summit Financial held 22,664 shares of First Trust RBA American Industrial Renaissance ETF worth $3.02M as of Q2 2026.
Summit Financial bought 5,842 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $737K.
First Trust RBA American Industrial Renaissance ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #496 holding.
Summit Financial first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2025 and has held it in 4 quarters since.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.