Atria Wealth Solutions’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Atria Wealth Solutions’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 Q2	$234K	Buy	13,198 +708	+6%	+$12.4K	0.01%	1287
2025 Q1	$222K	Sell	12,490 -70	-0.6%	-$1.28K	﹤0.01%	1663
2024 Q4	$229K	Buy	12,560 +113	+0.9%	+$2.17K	﹤0.01%	1733
2024 Q3	$246K	Sell	12,447 -820	-6%	-$15.6K	﹤0.01%	1639
2024 Q2	$246K	Sell	13,267 -583	-4%	-$10.9K	﹤0.01%	1624
2024 Q1	$270K	Sell	13,850 -1,449	-9%	-$27.8K	﹤0.01%	1631
2023 Q4	$286K	Buy	15,299 +3,808	+33%	+$67.4K	﹤0.01%	1533
2023 Q3	$203K	Buy	11,491 +919	+9%	+$16.6K	﹤0.01%	1692
2023 Q2	$195K	Buy	+10,572	New	+$194K	﹤0.01%	1707

Other funds holding EPRF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Atria Wealth Solutions's EPRF Position: Q2 2025 in Review

Atria Wealth Solutions increased its Innovator S&P Investment Grade Preferred ETF (EPRF) stake by 5.7% in Q2 2025, buying an estimated $12.4K and bringing the position to 13,198 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #1287.

Atria Wealth Solutions first reported a position in EPRF in Q2 2023 and has held it in 9 quarters since. The position peaked at $286K in Q4 2023. 36 funds tracked by Wall St. Rank hold EPRF as of Q2 2025.

Atria Wealth Solutions held 13,198 shares of Innovator S&P Investment Grade Preferred ETF worth $234K as of Q2 2025.
Atria Wealth Solutions bought 708 Innovator S&P Investment Grade Preferred ETF shares in Q2 2025, an estimated $12.4K.
Innovator S&P Investment Grade Preferred ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1287 holding.
Atria Wealth Solutions first reported a position in Innovator S&P Investment Grade Preferred ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's Innovator S&P Investment Grade Preferred ETF position peaked at $286K in Q4 2023.
36 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.