FORM Wealth Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

FORM Wealth 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	$226K	Buy	13,735 +206	+2%	+$3.49K	0.02%	57
2026 Q1	$224K	Buy	13,529 +190	+1%	+$3.32K	0.03%	55
2025 Q4	$235K	Buy	+13,339	New	+$239K	0.03%	54
2025 Q2	$228K	Buy	12,952 +198	+2%	+$3.46K	0.03%	61
2025 Q1	$225K	Buy	+12,754	New	+$234K	0.03%	55

Other funds holding EPRF

WFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FORM Wealth Advisors's EPRF Position: Q2 2026 in Review

FORM Wealth Advisors increased its Innovator S&P Investment Grade Preferred ETF (EPRF) stake by 1.5% in Q2 2026, buying an estimated $3.49K and bringing the position to 13,735 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #57.

FORM Wealth Advisors first reported a position in EPRF in Q1 2025 and has held it in 5 quarters since. The position peaked at $235K in Q4 2025. 5 funds tracked by Wall St. Rank hold EPRF as of Q2 2026.

FORM Wealth Advisors held 13,735 shares of Innovator S&P Investment Grade Preferred ETF worth $226K as of Q2 2026.
FORM Wealth Advisors bought 206 Innovator S&P Investment Grade Preferred ETF shares in Q2 2026, an estimated $3.49K.
Innovator S&P Investment Grade Preferred ETF made up 0.02% of FORM Wealth Advisors's portfolio in Q2 2026, its #57 holding.
FORM Wealth Advisors first reported a position in Innovator S&P Investment Grade Preferred ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Innovator S&P Investment Grade Preferred ETF position peaked at $235K in Q4 2025.
5 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.