Ruggie Capital Group’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Ruggie Capital Group’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
2020 Q3	$34K	Buy	+1,407	New	+$33.9K	1.76%	23

Other funds holding EPRF

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ruggie Capital Group's EPRF Position: Q3 2020 in Review

Ruggie Capital Group opened a new position in Innovator S&P Investment Grade Preferred ETF (EPRF) in Q3 2020: 1,407 shares worth $34K. The stake represents 1.76% of the portfolio and ranks #23 among its holdings.

36 funds tracked by Wall St. Rank hold EPRF as of Q3 2020.

Ruggie Capital Group held 1,407 shares of Innovator S&P Investment Grade Preferred ETF worth $34K as of Q3 2020.
Innovator S&P Investment Grade Preferred ETF was a new Ruggie Capital Group position in Q3 2020.
Innovator S&P Investment Grade Preferred ETF made up 1.76% of Ruggie Capital Group's portfolio in Q3 2020, its #23 holding.
36 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q3 2020.

Based on Ruggie Capital Group's 13F filing for Q3 2020, filed 29 Oct 2020.