Atria Wealth Solutions’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
13,198
+708
| +6% | +$12.5K | 0.01% | 1286 |
|
|
2025
Q1 | $222K | Sell |
12,490
-70
| -0.6% | -$1.24K | ﹤0.01% | 1654 |
|
|
2024
Q4 | $229K | Buy |
12,560
+113
| +0.9% | +$2.06K | ﹤0.01% | 1704 |
|
|
2024
Q3 | $246K | Sell |
12,447
-820
| -6% | -$16.2K | ﹤0.01% | 1625 |
|
|
2024
Q2 | $246K | Sell |
13,267
-583
| -4% | -$10.8K | ﹤0.01% | 1604 |
|
|
2024
Q1 | $270K | Sell |
13,850
-1,449
| -9% | -$28.2K | ﹤0.01% | 1622 |
|
|
2023
Q4 | $286K | Buy |
15,299
+3,808
| +33% | +$71.3K | ﹤0.01% | 1522 |
|
|
2023
Q3 | $203K | Buy |
11,491
+919
| +9% | +$16.3K | ﹤0.01% | 1680 |
|
|
2023
Q2 | $195K | Buy |
+10,572
| New | +$195K | ﹤0.01% | 1700 |
|