James T. Borello RIA’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

James T. Borello RIA’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	$4.56M	Buy	44,194 +121	+0.3%	+$14K	0.95%	22
2026 Q2	$5.87M	Buy	44,073 +2,144	+5%	+$271K	1.27%	20
2026 Q1	$4.64M	Buy	41,929 +706	+2%	+$79.9K	1.18%	19
2025 Q4	$4.05M	Buy	41,223 +11	+0%	+$1.08K	1.04%	22
2025 Q3	$3.98M	Buy	41,212 +7	+0%	+$626	1.08%	23
2025 Q2	$3.35M	Buy	41,205 +33	+0.1%	+$2.43K	0.98%	25
2025 Q1	$2.81M	Hold	41,172	–	–	0.9%	25
2024 Q4	$3.17M	Buy	+41,172	New	+$3.28M	1.18%	22

Other funds holding AIRR

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's AIRR Position: Q3 2026 in Review

James T. Borello RIA increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.27% in Q3 2026, buying an estimated $14K and bringing the position to 44,194 shares worth $4.56M. The position accounts for 0.95% of the portfolio, ranked #22.

James T. Borello RIA first reported a position in AIRR in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.87M in Q2 2026. 93 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

James T. Borello RIA held 44,194 shares of First Trust RBA American Industrial Renaissance ETF worth $4.56M as of Q3 2026.
James T. Borello RIA bought 121 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $14K.
First Trust RBA American Industrial Renaissance ETF made up 0.95% of James T. Borello RIA's portfolio in Q3 2026, its #22 holding.
James T. Borello RIA first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 8 quarters since.
James T. Borello RIA's First Trust RBA American Industrial Renaissance ETF position peaked at $5.87M in Q2 2026.
93 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.