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

TrueWealth 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 Q3	$1.26M	Buy	12,206 +2,266	+23%	+$262K	0.28%	64
2026 Q2	$1.32M	Buy	9,940 +49	+0.5%	+$6.18K	0.3%	61
2026 Q1	$1.1M	Buy	9,891 +538	+6%	+$60.9K	0.28%	66
2025 Q4	$920K	Buy	9,353 +3,005	+47%	+$294K	0.24%	80
2025 Q3	$614K	Buy	6,348 +781	+14%	+$69.9K	0.17%	120
2025 Q2	$453K	Buy	5,567 +1,112	+25%	+$82K	0.13%	134
2025 Q1	$304K	Buy	+4,455	New	+$335K	0.1%	159

Other funds holding AIRR

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

TrueWealth Advisors's AIRR Position: Q3 2026 in Review

TrueWealth Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 23% in Q3 2026, buying an estimated $262K and bringing the position to 12,206 shares worth $1.26M. The position accounts for 0.28% of the portfolio, ranked #64.

TrueWealth Advisors first reported a position in AIRR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.32M in Q2 2026. 286 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

TrueWealth Advisors held 12,206 shares of First Trust RBA American Industrial Renaissance ETF worth $1.26M as of Q3 2026.
TrueWealth Advisors bought 2,266 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $262K.
First Trust RBA American Industrial Renaissance ETF made up 0.28% of TrueWealth Advisors's portfolio in Q3 2026, its #64 holding.
TrueWealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2025 and has held it in 7 quarters since.
TrueWealth Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $1.32M in Q2 2026.
286 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.