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Clearview Wealth Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Clearview Wealth 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
2022
Q1 		– Sell
-940
Closed -$23K – 640
2021
Q4 		$23K Sell
940
-1,360
-59% -$32.5K 0.01% 312
2021
Q3 		$55K Hold
2,300
– – 0.03% 227
2021
Q2 		$56K Buy
2,300
+940
+69% +$22.9K 0.03% 231
2021
Q1 		$33K Buy
1,360
+200
+17% +$4.82K 0.02% 271
2020
Q4 		$29K Buy
+1,160
New +$28.4K 0.02% 255

Other funds holding EPRF

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
BA
Bivin & Associates Ponca City, Oklahoma $93.1M AUM
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearview Wealth Advisors's EPRF Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q1 2022, closing a stake of 940 shares — an estimated $23K sold.

Clearview Wealth Advisors first reported a position in EPRF in Q4 2020 and held it in 5 quarters. The position peaked at $56K in Q2 2021. 51 funds tracked by Wall St. Rank hold EPRF as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 940 Innovator S&P Investment Grade Preferred ETF shares in Q1 2022, an estimated $23K.
  • Clearview Wealth Advisors first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Innovator S&P Investment Grade Preferred ETF position peaked at $56K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.