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

WESPAC Advisors SoCal’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 		$1.8M Buy
17,430
+699
+4% +$80.7K 0.33% 67
2026
Q2 		$2.23M Buy
+16,731
New +$2.11M 0.4% 63
2025
Q1 		– Sell
-121,970
Closed -$9.4M – 104
2024
Q4 		$9.4M Buy
+121,970
New +$9.7M 2.13% 18

Other funds holding AIRR

Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

WESPAC Advisors SoCal's AIRR Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 4.2% in Q3 2026, buying an estimated $80.7K and bringing the position to 17,430 shares worth $1.8M. The position accounts for 0.33% of the portfolio, ranked #67.

WESPAC Advisors SoCal first reported a position in AIRR in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.4M in Q4 2024. 163 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

  • WESPAC Advisors SoCal held 17,430 shares of First Trust RBA American Industrial Renaissance ETF worth $1.8M as of Q3 2026.
  • WESPAC Advisors SoCal bought 699 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $80.7K.
  • First Trust RBA American Industrial Renaissance ETF made up 0.33% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #67 holding.
  • WESPAC Advisors SoCal first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 3 quarters since.
  • WESPAC Advisors SoCal's First Trust RBA American Industrial Renaissance ETF position peaked at $9.4M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.