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

Ameritas Investment Company’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
2021
Q2 		– Sell
-800
Closed -$19.4K – 1112
2021
Q1 		$19.4K Buy
+800
New +$19.3K ﹤0.01% 1308
2020
Q2 		– Sell
-200
Closed -$4K – 668
2020
Q1 		$4K Buy
+200
New +$4.68K ﹤0.01% 1426

Other funds holding EPRF

SFI
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameritas Investment Company's EPRF Position: Q2 2021 in Review

Ameritas Investment Company sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q2 2021, closing a stake of 800 shares — an estimated $19.4K sold.

Ameritas Investment Company first reported a position in EPRF in Q1 2020 and held it in 2 quarters. The position peaked at $19.4K in Q1 2021. 59 funds tracked by Wall St. Rank hold EPRF as of Q2 2021.

  • Ameritas Investment Company reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 800 Innovator S&P Investment Grade Preferred ETF shares in Q2 2021, an estimated $19.4K.
  • Ameritas Investment Company first reported a position in Innovator S&P Investment Grade Preferred ETF in Q1 2020 and held it in 2 quarters.
  • Ameritas Investment Company's Innovator S&P Investment Grade Preferred ETF position peaked at $19.4K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.