Bank of Ann Arbor’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Bank of Ann Arbor’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 Q3	$16.2K	Buy	+1,030	New	+$17K	﹤0.01%	379

Other funds holding EPRF

Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Bank of Ann Arbor's EPRF Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Innovator S&P Investment Grade Preferred ETF (EPRF) in Q3 2026: 1,030 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings.

19 funds tracked by Wall St. Rank hold EPRF as of Q3 2026.

Bank of Ann Arbor held 1,030 shares of Innovator S&P Investment Grade Preferred ETF worth $16.2K as of Q3 2026.
Innovator S&P Investment Grade Preferred ETF was a new Bank of Ann Arbor position in Q3 2026.
Innovator S&P Investment Grade Preferred ETF made up ﹤0.01% of Bank of Ann Arbor's portfolio in Q3 2026, its #379 holding.
19 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.