Creative Financial Designs’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Creative Financial Designs’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
2018 Q1	–	Sell	-1,935	Closed	-$46K	–	713
2017 Q4	$46K	Sell	1,935 -17,441	-90%	-$419K	0.03%	226
2017 Q3	$466K	Buy	19,376 +9,892	+104%	+$240K	0.27%	85
2017 Q2	$232K	Buy	+9,484	New	+$231K	0.15%	123

Other funds holding EPRF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WPC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Financial Designs's EPRF Position: Q1 2018 in Review

Creative Financial Designs sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q1 2018, closing a stake of 1,935 shares — an estimated $46K sold.

Creative Financial Designs first reported a position in EPRF in Q2 2017 and held it in 3 quarters. The position peaked at $466K in Q3 2017. 13 funds tracked by Wall St. Rank hold EPRF as of Q1 2018.

Creative Financial Designs reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q1 2018 after selling out during the quarter.
Creative Financial Designs sold 1,935 Innovator S&P Investment Grade Preferred ETF shares in Q1 2018, an estimated $46K.
Creative Financial Designs first reported a position in Innovator S&P Investment Grade Preferred ETF in Q2 2017 and held it in 3 quarters.
Creative Financial Designs's Innovator S&P Investment Grade Preferred ETF position peaked at $466K in Q3 2017.
13 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q1 2018.

Based on Creative Financial Designs's 13F filing for Q1 2018, filed 2 May 2018.