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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-135
Closed -$2.38K 4231
2025
Q4
$2.38K Buy
135
+131
+3,275% +$2.34K ﹤0.01% 3438
2025
Q3
$73 Buy
+4
New +$73 ﹤0.01% 3725
2024
Q4
Sell
-100
Closed -$1.97K 3683
2024
Q3
$1.97K Buy
+100
New +$1.91K ﹤0.01% 3120
2018
Q1
Sell
-1,475
Closed -$35K 2240
2017
Q4
$35K Buy
+1,475
New +$35.4K ﹤0.01% 1277

Other funds holding EPRF

Northwestern Mutual Wealth Management's EPRF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q1 2026, closing a stake of 135 shares — an estimated $2.38K sold.

Northwestern Mutual Wealth Management first reported a position in EPRF in Q4 2017 and held it in 4 quarters. The position peaked at $35K in Q4 2017. 27 funds tracked by Wall St. Rank hold EPRF as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 135 Innovator S&P Investment Grade Preferred ETF shares in Q1 2026, an estimated $2.38K.
  • Northwestern Mutual Wealth Management first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2017 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's Innovator S&P Investment Grade Preferred ETF position peaked at $35K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.