RPCA
EPRF icon

Running Point Capital Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Running Point Capital Advisors’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
2021
Q3 		– Sell
-8,361
Closed -$205K – 166
2021
Q2 		$205K Hold
8,361
– – 0.09% 93
2021
Q1 		$203K Buy
8,361
+200
+2% +$4.82K 0.11% 82
2020
Q4 		$202K Buy
+8,161
New +$200K 0.12% 73

Other funds holding EPRF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Running Point Capital Advisors's EPRF Position: Q3 2021 in Review

Running Point Capital Advisors sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q3 2021, closing a stake of 8,361 shares — an estimated $205K sold.

Running Point Capital Advisors first reported a position in EPRF in Q4 2020 and held it in 3 quarters. The position peaked at $205K in Q2 2021. 49 funds tracked by Wall St. Rank hold EPRF as of Q3 2021.

  • Running Point Capital Advisors reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q3 2021 after selling out during the quarter.
  • Running Point Capital Advisors sold 8,361 Innovator S&P Investment Grade Preferred ETF shares in Q3 2021, an estimated $205K.
  • Running Point Capital Advisors first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2020 and held it in 3 quarters.
  • Running Point Capital Advisors's Innovator S&P Investment Grade Preferred ETF position peaked at $205K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q3 2021.

Based on Running Point Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.