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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Ameritas Advisory Services's EPRF Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q3 2025, closing a stake of 200 shares — an estimated $3.53K sold.

Ameritas Advisory Services first reported a position in EPRF in Q1 2023 and held it in 2 quarters. The position peaked at $3.79K in Q1 2023. 37 funds tracked by Wall St. Rank hold EPRF as of Q3 2025.

Ameritas Advisory Services reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 200 Innovator S&P Investment Grade Preferred ETF shares in Q3 2025, an estimated $3.53K.
Ameritas Advisory Services first reported a position in Innovator S&P Investment Grade Preferred ETF in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Innovator S&P Investment Grade Preferred ETF position peaked at $3.79K in Q1 2023.
37 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.