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

Waterfront Wealth’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	$1.12M	Buy	9,036 +2,524	+39%	+$319K	0.17%	152
2026 Q1	$721K	Buy	6,512 +230	+4%	+$26K	0.13%	189
2025 Q4	$708K	Buy	6,282 +50	+0.8%	+$4.9K	0.13%	176
2025 Q3	$593K	Buy	6,232 +63	+1%	+$5.63K	0.12%	181
2025 Q2	$502K	Buy	6,169 +457	+8%	+$33.7K	0.11%	187
2025 Q1	$390K	Buy	5,712 +380	+7%	+$28.6K	0.1%	198
2024 Q4	$411K	Buy	5,332 +2,517	+89%	+$201K	0.1%	194
2024 Q3	$215K	Buy	+2,815	New	+$199K	0.05%	244

Other funds holding AIRR

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Waterfront Wealth's AIRR Position: Q2 2026 in Review

Waterfront Wealth increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 39% in Q2 2026, buying an estimated $319K and bringing the position to 9,036 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #152.

Waterfront Wealth first reported a position in AIRR in Q3 2024 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Waterfront Wealth held 9,036 shares of First Trust RBA American Industrial Renaissance ETF worth $1.12M as of Q2 2026.
Waterfront Wealth bought 2,524 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $319K.
First Trust RBA American Industrial Renaissance ETF made up 0.17% of Waterfront Wealth's portfolio in Q2 2026, its #152 holding.
Waterfront Wealth first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and has held it in 8 quarters since.
248 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.