DHJJ Financial Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

DHJJ Financial 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
2026 Q2	–	Sell	-44	Closed	-$730	–	1088
2026 Q1	$730	Hold	44	–	–	﹤0.01%	854
2025 Q4	$774	Hold	44	–	–	﹤0.01%	810
2025 Q3	$805	Hold	44	–	–	﹤0.01%	780
2025 Q2	$776	Hold	44	–	–	﹤0.01%	759
2025 Q1	$778	Hold	44	–	–	﹤0.01%	715
2024 Q4	$800	Hold	44	–	–	﹤0.01%	677
2024 Q3	$865	Hold	44	–	–	﹤0.01%	655
2024 Q2	$812	Hold	44	–	–	﹤0.01%	618
2024 Q1	$853	Hold	44	–	–	﹤0.01%	600
2023 Q4	$820	Hold	44	–	–	﹤0.01%	587
2023 Q3	$776	Buy	+44	New	+$793	﹤0.01%	588

Other funds holding EPRF

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

WFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DHJJ Financial Advisors's EPRF Position: Q2 2026 in Review

DHJJ Financial Advisors sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q2 2026, closing a stake of 44 shares — an estimated $730 sold.

DHJJ Financial Advisors first reported a position in EPRF in Q3 2023 and held it in 11 quarters. The position peaked at $865 in Q3 2024. 26 funds tracked by Wall St. Rank hold EPRF as of Q2 2026.

DHJJ Financial Advisors reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q2 2026 after selling out during the quarter.
DHJJ Financial Advisors sold 44 Innovator S&P Investment Grade Preferred ETF shares in Q2 2026, an estimated $730.
DHJJ Financial Advisors first reported a position in Innovator S&P Investment Grade Preferred ETF in Q3 2023 and held it in 11 quarters.
DHJJ Financial Advisors's Innovator S&P Investment Grade Preferred ETF position peaked at $865 in Q3 2024.
26 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.