Valley Wealth Managers’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Valley Wealth Managers’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	$3.46M	Sell	33,513 -51,383	-61%	-$5.93M	0.2%	103
2026 Q2	$11.3M	Sell	84,896 -9,955	-10%	-$1.26M	0.65%	48
2026 Q1	$10.5M	Buy	94,851 +51,136	+117%	+$5.78M	0.68%	48
2025 Q4	$4.3M	Sell	43,715 -213	-0.5%	-$20.9K	0.28%	78
2025 Q3	$4.25M	Buy	43,928 +639	+1%	+$57.2K	0.28%	78
2025 Q2	$3.52M	Buy	43,289 +1,994	+5%	+$147K	0.25%	95
2025 Q1	$2.82M	Buy	41,295 +451	+1%	+$33.9K	0.21%	103
2024 Q4	$3.15M	Sell	40,844 -1,080	-3%	-$86.1K	0.24%	93
2024 Q3	$3.13M	Buy	41,924 +25,737	+159%	+$1.82M	0.23%	98
2024 Q2	$1.11M	Buy	+16,187	New	+$1.1M	0.09%	127

Other funds holding AIRR

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

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Valley Wealth Managers's AIRR Position: Q3 2026 in Review

Valley Wealth Managers reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 61% in Q3 2026, selling an estimated $5.93M and leaving 33,513 shares worth $3.46M. The position accounts for 0.2% of the portfolio, ranked #103.

Valley Wealth Managers first reported a position in AIRR in Q2 2024 and has held it in 10 quarters since. The position peaked at $11.3M in Q2 2026. 140 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

Valley Wealth Managers held 33,513 shares of First Trust RBA American Industrial Renaissance ETF worth $3.46M as of Q3 2026.
Valley Wealth Managers sold 51,383 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $5.93M.
First Trust RBA American Industrial Renaissance ETF made up 0.2% of Valley Wealth Managers's portfolio in Q3 2026, its #103 holding.
Valley Wealth Managers first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2024 and has held it in 10 quarters since.
Valley Wealth Managers's First Trust RBA American Industrial Renaissance ETF position peaked at $11.3M in Q2 2026.
140 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.