Summit Investment Advisory Services’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Summit Investment Advisory Services’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	$465K	Buy	3,487 +882	+34%	+$111K	0.12%	53
2026 Q1	$289K	Buy	2,605 +196	+8%	+$22.2K	0.11%	62
2025 Q4	$237K	Buy	2,409 +127	+6%	+$12.4K	0.09%	77
2025 Q3	$221K	Buy	+2,282	New	+$204K	0.09%	73

Other funds holding AIRR

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Summit Investment Advisory Services's AIRR Position: Q2 2026 in Review

Summit Investment Advisory Services increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 34% in Q2 2026, buying an estimated $111K and bringing the position to 3,487 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #53.

Summit Investment Advisory Services first reported a position in AIRR in Q3 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Summit Investment Advisory Services held 3,487 shares of First Trust RBA American Industrial Renaissance ETF worth $465K as of Q2 2026.
Summit Investment Advisory Services bought 882 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $111K.
First Trust RBA American Industrial Renaissance ETF made up 0.12% of Summit Investment Advisory Services's portfolio in Q2 2026, its #53 holding.
Summit Investment Advisory Services first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2025 and has held it in 4 quarters since.
359 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.