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Ancora Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Ancora Advisors’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
2022
Q4 		– Sell
-160
Closed -$3K – 1844
2022
Q3 		$3K Hold
160
– – ﹤0.01% 1729
2022
Q2 		$3K Sell
160
-185
-54% -$3.71K ﹤0.01% 1854
2022
Q1 		$8K Buy
+345
New +$7.7K ﹤0.01% 1799

Other funds holding EPRF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ancora Advisors's EPRF Position: Q4 2022 in Review

Ancora Advisors sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q4 2022, closing a stake of 160 shares — an estimated $3K sold.

Ancora Advisors first reported a position in EPRF in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 48 funds tracked by Wall St. Rank hold EPRF as of Q4 2022.

  • Ancora Advisors reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Ancora Advisors sold 160 Innovator S&P Investment Grade Preferred ETF shares in Q4 2022, an estimated $3K.
  • Ancora Advisors first reported a position in Innovator S&P Investment Grade Preferred ETF in Q1 2022 and held it in 3 quarters.
  • Ancora Advisors's Innovator S&P Investment Grade Preferred ETF position peaked at $8K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q4 2022.

Based on Ancora Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.