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 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return