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Synergy Investment Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Synergy Investment Management’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 		$6.66K Hold
50
– – ﹤0.01% 691
2026
Q1 		$5.54K Buy
+50
New +$5.66K ﹤0.01% 569

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Synergy Investment Management's AIRR Position: Q2 2026 in Review

Synergy Investment Management held its First Trust RBA American Industrial Renaissance ETF (AIRR) position steady in Q2 2026 at 50 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Synergy Investment Management first reported a position in AIRR in Q1 2026 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • Synergy Investment Management held 50 shares of First Trust RBA American Industrial Renaissance ETF worth $6.66K as of Q2 2026.
  • Synergy Investment Management left its First Trust RBA American Industrial Renaissance ETF share count unchanged in Q2 2026.
  • First Trust RBA American Industrial Renaissance ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #691 holding.
  • Synergy Investment Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2026 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.