Sound View Wealth Advisors Group, LLC
Position in AIRR — First Trust RBA American Industrial Renaissance ETF
CIK 1784777
SAVANNAH, GA
Position in AIRR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,162,247
+$1,170,690 QoQ
Shares Held
16,227
+60.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#74
of 170 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in AIRR Over Time
Shares Held
Position Value (USD)
All Filings in AIRR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,162,247 | 16,227 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $991,557 | 10,085 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $745,016 | 7,706 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $627,268 | 7,706 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $525,626 | 7,706 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $364,707 | 4,734 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $306,819 | 4,109 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||