Jaffetilchin Investment Partners’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Jaffetilchin Investment Partners’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 Q1	$261K	Sell	15,704 -7,002	-31%	-$122K	0.02%	396
2025 Q4	$399K	Sell	22,706 -539	-2%	-$9.64K	0.02%	299
2025 Q3	$425K	Buy	23,245 +92	+0.4%	+$1.67K	0.03%	304
2025 Q2	$408K	Sell	23,153 -588	-2%	-$10.3K	0.03%	285
2025 Q1	$419K	Sell	23,741 -542,647	-96%	-$9.95M	0.03%	268
2024 Q4	$10.3M	Sell	566,388 -14,318	-2%	-$275K	0.75%	27
2024 Q3	$11.4M	Buy	580,706 +36,072	+7%	+$688K	0.86%	28
2024 Q2	$10M	Buy	544,634 +26,706	+5%	+$499K	0.86%	27
2024 Q1	$10M	Buy	+517,928	New	+$9.93M	0.9%	27

Other funds holding EPRF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Jaffetilchin Investment Partners's EPRF Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Innovator S&P Investment Grade Preferred ETF (EPRF) stake by 31% in Q1 2026, selling an estimated $122K and leaving 15,704 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #396.

Jaffetilchin Investment Partners first reported a position in EPRF in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.4M in Q3 2024. 27 funds tracked by Wall St. Rank hold EPRF as of Q1 2026.

Jaffetilchin Investment Partners held 15,704 shares of Innovator S&P Investment Grade Preferred ETF worth $261K as of Q1 2026.
Jaffetilchin Investment Partners sold 7,002 Innovator S&P Investment Grade Preferred ETF shares in Q1 2026, an estimated $122K.
Innovator S&P Investment Grade Preferred ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #396 holding.
Jaffetilchin Investment Partners first reported a position in Innovator S&P Investment Grade Preferred ETF in Q1 2024 and has held it in 9 quarters since.
Jaffetilchin Investment Partners's Innovator S&P Investment Grade Preferred ETF position peaked at $11.4M in Q3 2024.
27 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.