Sowell Financial Services’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Sowell Financial Services’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
2017 Q1	–	Sell	-3,055	Closed	-$73K	–	342
2016 Q4	$73K	Buy	+3,055	New	+$73.4K	0.02%	299

Other funds holding EPRF

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sowell Financial Services's EPRF Position: Q1 2017 in Review

Sowell Financial Services sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q1 2017, closing a stake of 3,055 shares — an estimated $73K sold.

Sowell Financial Services first reported a position in EPRF in Q4 2016 and held it in 1 quarter. The position peaked at $73K in Q4 2016. 6 funds tracked by Wall St. Rank hold EPRF as of Q1 2017.

Sowell Financial Services reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q1 2017 after selling out during the quarter.
Sowell Financial Services sold 3,055 Innovator S&P Investment Grade Preferred ETF shares in Q1 2017, an estimated $73K.
Sowell Financial Services first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2016 and held it in 1 quarter.
Sowell Financial Services's Innovator S&P Investment Grade Preferred ETF position peaked at $73K in Q4 2016.
6 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.