SAGE PRIVATE WEALTH GROUP, LLC
Position in AIRR — First Trust RBA American Industrial Renaissance ETF
CIK 1845635
OAKBROOK TERRACE, IL
Position in AIRR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,523,187
+$8,053,271 QoQ
Shares Held
206,553
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.55%
of 13F equity value
Holder Rank
#28
of 300 holders
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,523,187 | 206,553 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $19,469,916 | 198,026 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $18,806,967 | 194,528 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,577,764 | 166,803 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,130,125 | 177,835 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,503,031 | 175,273 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $12,704,876 | 170,147 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $11,210,217 | 164,108 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $6,467,854 | 96,062 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $4,317,582 | 74,647 | Shares | Sole | 2025-01-29 | |
| 2023-09-30 | $3,991,872 | 77,482 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||