B. Riley Wealth Management’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

B. Riley Wealth Management’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 Q3	–	Sell	-19,711	Closed	-$483K	–	641
2021 Q2	$483K	Buy	19,711 +120	+0.6%	+$2.92K	0.05%	238
2021 Q1	$474K	Buy	19,591 +2,857	+17%	+$68.8K	0.06%	231
2020 Q4	$414K	Buy	+16,734	New	+$410K	0.05%	233

Other funds holding EPRF

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

WFA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

B. Riley Wealth Management's EPRF Position: Q3 2021 in Review

B. Riley Wealth Management sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q3 2021, closing a stake of 19,711 shares — an estimated $483K sold.

B. Riley Wealth Management first reported a position in EPRF in Q4 2020 and held it in 3 quarters. The position peaked at $483K in Q2 2021. 49 funds tracked by Wall St. Rank hold EPRF as of Q3 2021.

B. Riley Wealth Management reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q3 2021 after selling out during the quarter.
B. Riley Wealth Management sold 19,711 Innovator S&P Investment Grade Preferred ETF shares in Q3 2021, an estimated $483K.
B. Riley Wealth Management first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2020 and held it in 3 quarters.
B. Riley Wealth Management's Innovator S&P Investment Grade Preferred ETF position peaked at $483K in Q2 2021.
49 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q3 2021.

Based on B. Riley Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.