Patriot Financial Group Insurance Agency’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-3,950	Closed	-$77K	–	860
2022 Q2	$77K	Buy	+3,950	New	+$79.2K	0.02%	609

Other funds holding EPRF

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

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

SFS

Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return

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

WPC

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EPRF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q3 2022, closing a stake of 3,950 shares — an estimated $77K sold.

Patriot Financial Group Insurance Agency first reported a position in EPRF in Q2 2022 and held it in 1 quarter. The position peaked at $77K in Q2 2022. 48 funds tracked by Wall St. Rank hold EPRF as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3,950 Innovator S&P Investment Grade Preferred ETF shares in Q3 2022, an estimated $77K.
Patriot Financial Group Insurance Agency first reported a position in Innovator S&P Investment Grade Preferred ETF in Q2 2022 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's Innovator S&P Investment Grade Preferred ETF position peaked at $77K in Q2 2022.
48 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.