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Whipplewood Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Whipplewood Advisors’s Portfolio EPRF Stock Details EPRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$633K Sell
35,923
-61,136
-63% -$1.08M 0.35% 79
2025
Q1 		$633K Buy
97,059
+62,247
+179% +$406K 0.37% 69
2024
Q4 		$633K Buy
+34,812
New +$633K 0.36% 70