FORM Wealth Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History
Bought
Maintained
Sold
Other funds holding EPRF
FORM Wealth Advisors's EPRF Position: Q3 2026 in Review
FORM Wealth Advisors increased its Innovator S&P Investment Grade Preferred ETF (EPRF) stake by 1.5% in Q3 2026, buying an estimated $3.5K and bringing the position to 13,947 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #56.
FORM Wealth Advisors first reported a position in EPRF in Q1 2025 and has held it in 6 quarters since. The position peaked at $235K in Q4 2025. 5 funds tracked by Wall St. Rank hold EPRF as of Q3 2026.
- FORM Wealth Advisors held 13,947 shares of Innovator S&P Investment Grade Preferred ETF worth $219K as of Q3 2026.
- FORM Wealth Advisors bought 212 Innovator S&P Investment Grade Preferred ETF shares in Q3 2026, an estimated $3.5K.
- Innovator S&P Investment Grade Preferred ETF made up 0.02% of FORM Wealth Advisors's portfolio in Q3 2026, its #56 holding.
- FORM Wealth Advisors first reported a position in Innovator S&P Investment Grade Preferred ETF in Q1 2025 and has held it in 6 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 Q3 2026.
Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.