Summit Financial, LLC
Position in AIRR — First Trust RBA American Industrial Renaissance ETF
CIK 1765536
PARSIPPANY, NJ
Position in AIRR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,019,978
+$1,951,830 QoQ
Shares Held
22,664
+108.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#62
of 170 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $3,019,978 | 22,664 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $1,068,148 | 10,864 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $823,423 | 8,517 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||