CPA
EPRF icon

Clear Point Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-12
Closed -$229 – 237
2024
Q3 		$229 Buy
12
+1
+9% +$19 ﹤0.01% 530
2024
Q2 		$212 Hold
11
– – ﹤0.01% 528
2024
Q1 		$219 Hold
11
– – ﹤0.01% 528
2023
Q4 		$208 Buy
+11
New +$195 ﹤0.01% 516

Other funds holding EPRF

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

Clear Point Advisors's EPRF Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q4 2024, closing a stake of 12 shares — an estimated $229 sold.

Clear Point Advisors first reported a position in EPRF in Q4 2023 and held it in 4 quarters. The position peaked at $229 in Q3 2024. 36 funds tracked by Wall St. Rank hold EPRF as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 12 Innovator S&P Investment Grade Preferred ETF shares in Q4 2024, an estimated $229.
  • Clear Point Advisors first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator S&P Investment Grade Preferred ETF position peaked at $229 in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.