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Geneos Wealth Management’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Geneos Wealth Management’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 		$16.5K Buy
+1,000
New +$16.9K ﹤0.01% 1860

Other funds holding EPRF

WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return

Geneos Wealth Management's EPRF Position: Q2 2026 in Review

Geneos Wealth Management opened a new position in Innovator S&P Investment Grade Preferred ETF (EPRF) in Q2 2026: 1,000 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #1860 among its holdings.

12 funds tracked by Wall St. Rank hold EPRF as of Q2 2026.

  • Geneos Wealth Management held 1,000 shares of Innovator S&P Investment Grade Preferred ETF worth $16.5K as of Q2 2026.
  • Innovator S&P Investment Grade Preferred ETF was a new Geneos Wealth Management position in Q2 2026.
  • Innovator S&P Investment Grade Preferred ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1860 holding.
  • 12 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.