Wealth Enhancement Advisory Services’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Wealth Enhancement Advisory 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
2026 Q2	$1.74M	Buy	104,489 +1,118	+1%	+$18.9K	﹤0.01%	1677
2026 Q1	$1.73M	Sell	103,371 -173	-0.2%	-$3.02K	﹤0.01%	1481
2025 Q4	$1.85M	Buy	103,544 +10,773	+12%	+$193K	﹤0.01%	1555
2025 Q3	$1.7M	Buy	92,771 +39,000	+73%	+$708K	﹤0.01%	1544
2025 Q2	$961K	Hold	53,771	–	–	﹤0.01%	1774
2025 Q1	$950K	Buy	53,771 +900	+2%	+$16.5K	﹤0.01%	1622
2024 Q4	$961K	Buy	+52,871	New	+$1.02M	﹤0.01%	1571

Other funds holding EPRF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's EPRF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Innovator S&P Investment Grade Preferred ETF (EPRF) stake by 1.1% in Q2 2026, buying an estimated $18.9K and bringing the position to 104,489 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Wealth Enhancement Advisory Services first reported a position in EPRF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q4 2025. 26 funds tracked by Wall St. Rank hold EPRF as of Q2 2026.

Wealth Enhancement Advisory Services held 104,489 shares of Innovator S&P Investment Grade Preferred ETF worth $1.74M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,118 Innovator S&P Investment Grade Preferred ETF shares in Q2 2026, an estimated $18.9K.
Innovator S&P Investment Grade Preferred ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1677 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator S&P Investment Grade Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Innovator S&P Investment Grade Preferred ETF position peaked at $1.85M in Q4 2025.
26 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.