AE Wealth Management’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

AE Wealth Management’s Portfolio EPRF Stock Details EPRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$21.9K	Hold
2025 Q2	$21.2K	Hold
2025 Q1	$21.2K	Hold
2024 Q4	$21.8K	Buy
2018 Q2	–	Sell
2018 Q1	$688K	Buy
2017 Q4	$540K	Buy