Summit Wealth Group (Colorado)
AIRR icon

Summit Wealth Group (Colorado)’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$676K Sell
6,546
-650
-9% -$75K 0.04% 213
2026
Q2 		$959K Buy
7,196
+1,244
+21% +$157K 0.08% 134
2026
Q1 		$659K Buy
5,952
+1,032
+21% +$117K 0.07% 147
2025
Q4 		$484K Buy
+4,920
New +$482K 0.06% 147

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Cambridge Investment Research Advisors
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Comprehensive Wealth Management
Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AIRR Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 9% in Q3 2026, selling an estimated $75K and leaving 6,546 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #213.

Summit Wealth Group (Colorado) first reported a position in AIRR in Q4 2025 and has held it in 4 quarters since. The position peaked at $959K in Q2 2026. 315 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

  • Summit Wealth Group (Colorado) held 6,546 shares of First Trust RBA American Industrial Renaissance ETF worth $676K as of Q3 2026.
  • Summit Wealth Group (Colorado) sold 650 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $75K.
  • First Trust RBA American Industrial Renaissance ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #213 holding.
  • Summit Wealth Group (Colorado) first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s First Trust RBA American Industrial Renaissance ETF position peaked at $959K in Q2 2026.
  • 315 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.