Websterrogers Financial Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82M | Buy |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $3.93M | Buy |
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|
2021
Q3 | $3.4M | Buy |
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|
2021
Q2 | $3.01M | Buy |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $1.74M | Buy |
|