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

Waverly 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 		$1.9M Buy
14,265
+1,018
+8% +$128K 0.01% 706
2026
Q1 		$1.47M Buy
13,247
+4,767
+56% +$539K 0.01% 717
2025
Q4 		$834K Buy
+8,480
New +$831K 0.01% 816

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Waverly Advisors's AIRR Position: Q2 2026 in Review

Waverly Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 7.7% in Q2 2026, buying an estimated $128K and bringing the position to 14,265 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #706.

Waverly 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.

  • Waverly Advisors held 14,265 shares of First Trust RBA American Industrial Renaissance ETF worth $1.9M as of Q2 2026.
  • Waverly Advisors bought 1,018 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $128K.
  • First Trust RBA American Industrial Renaissance ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #706 holding.
  • Waverly 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.