Cypress Wealth Services’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

Cypress Wealth Services’s Portfolio AAPR Stock Details AAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$654K	Hold	21,872	–	–	0.08%	199
2026 Q2	$645K	Buy	21,872 +9,353	+75%	+$274K	0.08%	190
2026 Q1	$360K	Hold	12,519	–	–	0.05%	274
2025 Q4	$356K	Hold	12,519	–	–	0.05%	261
2025 Q3	$350K	Hold	12,519	–	–	0.06%	220
2025 Q2	$341K	Hold	12,519	–	–	0.06%	211
2025 Q1	$328K	Hold	12,519	–	–	0.07%	201
2024 Q4	$330K	Hold	12,519	–	–	0.07%	196
2024 Q3	$328K	Hold	12,519	–	–	0.07%	196
2024 Q2	$317K	Buy	+12,519	New	+$310K	0.07%	188

Other funds holding AAPR

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

Peak Wealth Management Nashua, New Hampshire $147M AUM 17.82% 1-Year Est. Return

Cypress Wealth Services's AAPR Position: Q3 2026 in Review

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q3 2026 at 21,872 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #199.

Cypress Wealth Services first reported a position in AAPR in Q2 2024 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold AAPR as of Q3 2026.

Cypress Wealth Services held 21,872 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $654K as of Q3 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.08% of Cypress Wealth Services's portfolio in Q3 2026, its #199 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and has held it in 10 quarters since.
30 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.