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Focus Financial Network’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Focus Financial Network’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
2021
Q1 		– Sell
-8,965
Closed -$223K – 426
2020
Q4 		$223K Buy
+8,965
New +$220K 0.02% 402

Other funds holding EPRF

DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WA1
Wimmer Associates 1 Pasadena, California $205M AUM 21.23% 1-Year Est. Return

Focus Financial Network's EPRF Position: Q1 2021 in Review

Focus Financial Network sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q1 2021, closing a stake of 8,965 shares — an estimated $223K sold.

Focus Financial Network first reported a position in EPRF in Q4 2020 and held it in 1 quarter. The position peaked at $223K in Q4 2020. 58 funds tracked by Wall St. Rank hold EPRF as of Q1 2021.

  • Focus Financial Network reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q1 2021 after selling out during the quarter.
  • Focus Financial Network sold 8,965 Innovator S&P Investment Grade Preferred ETF shares in Q1 2021, an estimated $223K.
  • Focus Financial Network first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2020 and held it in 1 quarter.
  • Focus Financial Network's Innovator S&P Investment Grade Preferred ETF position peaked at $223K in Q4 2020.
  • 58 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.