Cascade Financial Partners, LLC
Position in AIRR — First Trust RBA American Industrial Renaissance ETF
CIK 2021208
SAN DIEGO, CA
Position in AIRR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,541,150
+$1,980,073 QoQ
Shares Held
56,594
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#65
of 300 holders
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,541,150 | 56,594 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $5,561,077 | 56,561 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,056,944 | 52,306 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,946,434 | 48,482 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,059,559 | 44,855 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $219,564 | 2,850 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||