Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CWS
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
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$360K
Hold
2025
Q4
$356K
Hold
2025
Q3
$350K
Hold
2025
Q2
$341K
Hold
2025
Q1
$328K
Hold
2024
Q4
$330K
Hold
2024
Q3
$328K
Hold
2024
Q2
$317K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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