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 Q3	$1.63M	Sell	103,989 -500	-0.5%	-$8.24K	﹤0.01%	1821
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

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's EPRF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Innovator S&P Investment Grade Preferred ETF (EPRF) stake by 0.48% in Q3 2026, selling an estimated $8.24K and leaving 103,989 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Wealth Enhancement Advisory Services first reported a position in EPRF in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q4 2025. 3 funds tracked by Wall St. Rank hold EPRF as of Q3 2026.

Wealth Enhancement Advisory Services held 103,989 shares of Innovator S&P Investment Grade Preferred ETF worth $1.63M as of Q3 2026.
Wealth Enhancement Advisory Services sold 500 Innovator S&P Investment Grade Preferred ETF shares in Q3 2026, an estimated $8.24K.
Innovator S&P Investment Grade Preferred ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1821 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 8 quarters since.
Wealth Enhancement Advisory Services's Innovator S&P Investment Grade Preferred ETF position peaked at $1.85M in Q4 2025.
3 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.