Atlas Private Wealth Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Atlas Private Wealth 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
2021 Q2	–	Sell	-611	Closed	-$15K	–	821
2021 Q1	$15K	Buy	611 +416	+213%	+$10K	0.01%	435
2020 Q4	$5K	Buy	+195	New	+$4.78K	﹤0.01%	517

Other funds holding EPRF

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atlas Private Wealth Advisors's EPRF Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q2 2021, closing a stake of 611 shares — an estimated $15K sold.

Atlas Private Wealth Advisors first reported a position in EPRF in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 59 funds tracked by Wall St. Rank hold EPRF as of Q2 2021.

Atlas Private Wealth Advisors reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 611 Innovator S&P Investment Grade Preferred ETF shares in Q2 2021, an estimated $15K.
Atlas Private Wealth Advisors first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2020 and held it in 2 quarters.
Atlas Private Wealth Advisors's Innovator S&P Investment Grade Preferred ETF position peaked at $15K in Q1 2021.
59 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.