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Wood Tarver Financial Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-315
Closed -$25K – 167
2025
Q2 		$25K Buy
+315
New +$23.2K 0.01% 339

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wood Tarver Financial Group's AIRR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q3 2025, closing a stake of 315 shares — an estimated $25K sold.

Wood Tarver Financial Group first reported a position in AIRR in Q2 2025 and held it in 1 quarter. The position peaked at $25K in Q2 2025. 385 funds tracked by Wall St. Rank hold AIRR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 315 First Trust RBA American Industrial Renaissance ETF shares in Q3 2025, an estimated $25K.
  • Wood Tarver Financial Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2025 and held it in 1 quarter.
  • Wood Tarver Financial Group's First Trust RBA American Industrial Renaissance ETF position peaked at $25K in Q2 2025.
  • 385 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.