Wealth Enhancement Advisory Services
EPRF icon

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

WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return