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Wimmer Associates 1’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Wimmer Associates 1’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
2021
Q2 		– Sell
-105,317
Closed -$2.55M – 120
2021
Q1 		$2.55M Buy
+105,317
New +$2.54M 1.39% 22

Other funds holding EPRF

SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wimmer Associates 1's EPRF Position: Q2 2021 in Review

Wimmer Associates 1 sold out of Innovator S&P Investment Grade Preferred ETF (EPRF) in Q2 2021, closing a stake of 105,317 shares — an estimated $2.55M sold.

Wimmer Associates 1 first reported a position in EPRF in Q1 2021 and held it in 1 quarter. The position peaked at $2.55M in Q1 2021. 59 funds tracked by Wall St. Rank hold EPRF as of Q2 2021.

  • Wimmer Associates 1 reported no remaining Innovator S&P Investment Grade Preferred ETF position as of Q2 2021 after selling out during the quarter.
  • Wimmer Associates 1 sold 105,317 Innovator S&P Investment Grade Preferred ETF shares in Q2 2021, an estimated $2.55M.
  • Wimmer Associates 1 first reported a position in Innovator S&P Investment Grade Preferred ETF in Q1 2021 and held it in 1 quarter.
  • Wimmer Associates 1's Innovator S&P Investment Grade Preferred ETF position peaked at $2.55M in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Innovator S&P Investment Grade Preferred ETF as of Q2 2021.

Based on Wimmer Associates 1's 13F filing for Q2 2021, filed 12 Aug 2021.