Cambridge Investment Research Advisors
EPRF icon

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

Cambridge Investment Research 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
2026
Q2 		$387K Sell
23,467
-1,866
-7% -$31.6K ﹤0.01% 3203
2026
Q1 		$420K Sell
25,333
-2,030
-7% -$35.4K ﹤0.01% 2964
2025
Q4 		$481K Buy
27,363
+606
+2% +$10.8K ﹤0.01% 2751
2025
Q3 		$489K Sell
26,757
-133
-0.5% -$2.42K ﹤0.01% 2700
2025
Q2 		$474K Sell
26,890
-32
-0.1% -$559 ﹤0.01% 2592
2025
Q1 		$476K Sell
26,922
-3,641
-12% -$66.8K ﹤0.01% 2490
2024
Q4 		$555K Sell
30,563
-209
-0.7% -$4.02K ﹤0.01% 2343
2024
Q3 		$605K Buy
30,772
+2,820
+10% +$53.8K ﹤0.01% 2251
2024
Q2 		$516K Sell
27,952
-4,345
-13% -$81.1K ﹤0.01% 2274
2024
Q1 		$626K Hold
32,297
– – ﹤0.01% 2076
2023
Q4 		$602K Hold
32,297
– – ﹤0.01% 2040
2023
Q3 		$569K Sell
32,297
-280
-0.9% -$5.05K ﹤0.01% 1978
2023
Q2 		$597K Sell
32,577
-600
-2% -$11K ﹤0.01% 1998
2023
Q1 		$616K Sell
33,177
-600
-2% -$11.5K ﹤0.01% 1947
2022
Q4 		$609K Buy
33,777
+131
+0.4% +$2.42K ﹤0.01% 1870
2022
Q3 		$629K Buy
33,646
+7
+0% +$140 ﹤0.01% 1786
2022
Q2 		$657K Sell
33,639
-8,062
-19% -$162K ﹤0.01% 1755
2022
Q1 		$907K Sell
41,701
-19,138
-31% -$427K ﹤0.01% 1645
2021
Q4 		$1.46M Buy
60,839
+4,414
+8% +$106K 0.01% 1335
2021
Q3 		$1.36M Sell
56,425
-10,139
-15% -$247K 0.01% 1314
2021
Q2 		$1.63M Buy
66,564
+10,143
+18% +$247K 0.01% 1221
2021
Q1 		$1.37M Buy
56,421
+6,183
+12% +$149K 0.01% 1228
2020
Q4 		$1.24M Buy
50,238
+20,955
+72% +$513K 0.01% 1179
2020
Q3 		$710K Buy
29,283
+18,718
+177% +$452K ﹤0.01% 1387
2020
Q2 		$246K Buy
+10,565
New +$244K ﹤0.01% 2039

Other funds holding EPRF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Cambridge Investment Research Advisors's EPRF Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator S&P Investment Grade Preferred ETF (EPRF) stake by 7.4% in Q2 2026, selling an estimated $31.6K and leaving 23,467 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #3203.

Cambridge Investment Research Advisors first reported a position in EPRF in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.63M in Q2 2021. 26 funds tracked by Wall St. Rank hold EPRF as of Q2 2026.

  • Cambridge Investment Research Advisors held 23,467 shares of Innovator S&P Investment Grade Preferred ETF worth $387K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,866 Innovator S&P Investment Grade Preferred ETF shares in Q2 2026, an estimated $31.6K.
  • Innovator S&P Investment Grade Preferred ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3203 holding.
  • Cambridge Investment Research Advisors first reported a position in Innovator S&P Investment Grade Preferred ETF in Q2 2020 and has held it in 25 quarters since.
  • Cambridge Investment Research Advisors's Innovator S&P Investment Grade Preferred ETF position peaked at $1.63M in Q2 2021.
  • 26 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.