VALLEY WEALTH MANAGERS, INC.
Position in AIRR — First Trust RBA American Industrial Renaissance ETF
CIK 924166
PARAMUS, NJ
Position in AIRR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,312,391
+$7,014,333 QoQ
Shares Held
84,896
+94.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#47
of 300 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AIRR Over Time
Shares Held
Position Value (USD)
All Filings in AIRR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,312,391 | 84,896 | Shares | Defined | 2026-08-04 | |
| 2025-12-31 | $4,298,058 | 43,715 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,246,959 | 43,928 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,523,724 | 43,289 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,816,731 | 41,295 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,146,621 | 40,844 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,130,465 | 41,924 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,105,733 | 16,187 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||