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Wealthspire Advisors (New York)’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1
Closed -$17 – 1586
2025
Q3 		$17 Buy
+1
New +$18 ﹤0.01% 3035

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Wealthspire Advisors (New York)'s EPRF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q4 2025, closing a stake of 1 share — an estimated $17 sold.

Wealthspire Advisors (New York) first reported a position in EPRF in Q3 2025 and held it in 1 quarter. The position peaked at $17 in Q3 2025. 33 funds tracked by Wall St. Rank hold EPRF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1 Innovator S&P Investment Grade Preferred ETF share in Q4 2025, an estimated $17.
  • Wealthspire Advisors (New York) first reported a position in Innovator S&P Investment Grade Preferred ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Innovator S&P Investment Grade Preferred ETF position peaked at $17 in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.