Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		– Sell
2025
Q2 		$233K Buy
2025
Q1 		$221K Sell
2024
Q4 		$228K Buy
2024
Q3 		$245K Sell
2024
Q2 		$245K Sell
2024
Q1 		$268K Sell
2023
Q4 		$285K Buy
2023
Q3 		$202K Buy