Sunrise Financial Services, LLC
Position in AAA — Alternative Access First Priority CLO Bond ETF
CIK 2110891
BURIEN, WA
Position in AAA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,920
-$24 QoQ
Shares Held
800
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#6
of 7 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAA Over Time
Shares Held
Position Value (USD)
All Filings in AAA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,920 | 800 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $19,944 | 800 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||