Ameritas Advisory Services’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Ameritas Advisory Services’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	–	Sell	-200	Closed	-$3.53K	–	2351
2025 Q2	$3.53K	Buy	+200	New	+$3.49K	﹤0.01%	2348
2023 Q2	–	Sell	-200	Closed	-$3.79K	–	1119
2023 Q1	$3.79K	Buy	+200	New	+$3.85K	﹤0.01%	2237

Other funds holding EPRF

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $350M AUM 14.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return