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Clear Harbor Asset Management’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Clear Harbor Asset 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
2020
Q4 		– Sell
-201
Closed -$4.88K – 442
2020
Q3 		$4.88K Buy
+201
New +$4.85K ﹤0.01% 665

Other funds holding EPRF

SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clear Harbor Asset Management's EPRF Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q4 2020, closing a stake of 201 shares — an estimated $4.88K sold.

Clear Harbor Asset Management first reported a position in EPRF in Q3 2020 and held it in 1 quarter. The position peaked at $4.88K in Q3 2020. 53 funds tracked by Wall St. Rank hold EPRF as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 201 Innovator S&P Investment Grade Preferred ETF shares in Q4 2020, an estimated $4.88K.
  • Clear Harbor Asset Management first reported a position in Innovator S&P Investment Grade Preferred ETF in Q3 2020 and held it in 1 quarter.
  • Clear Harbor Asset Management's Innovator S&P Investment Grade Preferred ETF position peaked at $4.88K in Q3 2020.
  • 53 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.