EP Wealth Advisors, LLC
Position in AIRR — First Trust RBA American Industrial Renaissance ETF
CIK 1540569
TORRANCE, CA
Position in AIRR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,543,967
-$102,401 QoQ
Shares Held
11,587
-30.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 170 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AIRR Over Time
Shares Held
Position Value (USD)
All Filings in AIRR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,543,967 | 11,587 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $1,646,368 | 16,745 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,964,182 | 24,130 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||