Mariner Independent Advisor Network’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Mariner Independent Advisor 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
2022 Q1	–	Sell	-12,130	Closed	-$290K	–	514
2021 Q4	$290K	Sell	12,130 -300	-2%	-$7.18K	0.01%	427
2021 Q3	$299K	Hold	12,430	–	–	0.01%	438
2021 Q2	$304K	Hold	12,430	–	–	0.01%	452
2021 Q1	$301K	Sell	12,430 -2,900	-19%	-$69.9K	0.02%	405
2020 Q4	$379K	Buy	15,330 +250	+2%	+$6.12K	0.02%	364
2020 Q3	$366K	Buy	+15,080	New	+$364K	0.03%	282

Other funds holding EPRF

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Bivin & Associates Ponca City, Oklahoma $93.1M AUM

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

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

WPC

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFS

Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Independent Advisor Network's EPRF Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q1 2022, closing a stake of 12,130 shares — an estimated $290K sold.

Mariner Independent Advisor Network first reported a position in EPRF in Q3 2020 and held it in 6 quarters. The position peaked at $379K in Q4 2020. 51 funds tracked by Wall St. Rank hold EPRF as of Q1 2022.

Mariner Independent Advisor Network reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q1 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 12,130 Innovator S&P Investment Grade Preferred ETF shares in Q1 2022, an estimated $290K.
Mariner Independent Advisor Network first reported a position in Innovator S&P Investment Grade Preferred ETF in Q3 2020 and held it in 6 quarters.
Mariner Independent Advisor Network's Innovator S&P Investment Grade Preferred ETF position peaked at $379K in Q4 2020.
51 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.