Steward Partners Investment Advisory’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-812	Closed	-$19.7K	–	7179
2021 Q1	$19.7K	Hold	812	–	–	﹤0.01%	2495
2020 Q4	$20K	Buy	+812	New	+$19.9K	﹤0.01%	2056

Other funds holding EPRF

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WFA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's EPRF Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q2 2021, closing a stake of 812 shares — an estimated $19.7K sold.

Steward Partners Investment Advisory first reported a position in EPRF in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q4 2020. 59 funds tracked by Wall St. Rank hold EPRF as of Q2 2021.

Steward Partners Investment Advisory reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 812 Innovator S&P Investment Grade Preferred ETF shares in Q2 2021, an estimated $19.7K.
Steward Partners Investment Advisory first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2020 and held it in 2 quarters.
Steward Partners Investment Advisory's Innovator S&P Investment Grade Preferred ETF position peaked at $20K in Q4 2020.
59 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.