WH
AIRR icon

Willner & Heller’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Willner & Heller’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 		$860K Buy
6,453
+208
+3% +$26.3K 0.54% 57
2026
Q1 		$692K Buy
6,245
+217
+4% +$24.5K 0.52% 60
2025
Q4 		$593K Buy
6,028
+803
+15% +$78.7K 0.43% 72
2025
Q3 		$505K Buy
5,225
+1,655
+46% +$148K 0.39% 83
2025
Q2 		$291K Sell
3,570
-61
-2% -$4.5K 0.24% 118
2025
Q1 		$248K Buy
3,631
+734
+25% +$55.2K 0.23% 131
2024
Q4 		$223K Buy
2,897
+3
+0.1% +$239 0.2% 142
2024
Q3 		$216K Buy
+2,894
New +$205K 0.19% 142

Other funds holding AIRR

NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return