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

Tobias Financial Advisors’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	$338K	Buy	2,539 +3	+0.1%	+$379	0.04%	110
2026 Q1	$281K	Hold	2,536	–	–	0.04%	113
2025 Q4	$249K	Buy	+2,536	New	+$248K	0.04%	124

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

Tobias Financial Advisors's AIRR Position: Q2 2026 in Review

Tobias Financial Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.12% in Q2 2026, buying an estimated $379 and bringing the position to 2,539 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #110.

Tobias Financial Advisors first reported a position in AIRR in Q4 2025 and has held it in 3 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Tobias Financial Advisors held 2,539 shares of First Trust RBA American Industrial Renaissance ETF worth $338K as of Q2 2026.
Tobias Financial Advisors bought 3 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $379.
First Trust RBA American Industrial Renaissance ETF made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #110 holding.
Tobias Financial Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2025 and has held it in 3 quarters since.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

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