Destiny Wealth Partners’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Destiny Wealth Partners’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
2023 Q1	–	Sell	-2,116	Closed	-$38.2K	–	318
2022 Q4	$38.2K	Hold	2,116	–	–	0.01%	327
2022 Q3	$40K	Hold	2,116	–	–	0.01%	297
2022 Q2	$41K	Hold	2,116	–	–	0.01%	297
2022 Q1	$46K	Sell	2,116 -347,804	-99%	-$7.76M	0.01%	320
2021 Q4	$8.38M	Buy	349,920 +136,013	+64%	+$3.25M	1.61%	18
2021 Q3	$5.15M	Buy	213,907 +8,523	+4%	+$207K	1.03%	39
2021 Q2	$5.03M	Sell	205,384 -137,541	-40%	-$3.35M	0.96%	44
2021 Q1	$8.31M	Buy	342,925 +126,853	+59%	+$3.06M	1.73%	17
2020 Q4	$5.35M	Buy	+216,072	New	+$5.29M	1.11%	31

Other funds holding EPRF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Destiny Wealth Partners's EPRF Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q1 2023, closing a stake of 2,116 shares — an estimated $38.2K sold.

Destiny Wealth Partners first reported a position in EPRF in Q4 2020 and held it in 9 quarters. The position peaked at $8.38M in Q4 2021. 43 funds tracked by Wall St. Rank hold EPRF as of Q1 2023.

Destiny Wealth Partners reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 2,116 Innovator S&P Investment Grade Preferred ETF shares in Q1 2023, an estimated $38.2K.
Destiny Wealth Partners first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's Innovator S&P Investment Grade Preferred ETF position peaked at $8.38M in Q4 2021.
43 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.