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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cypress Wealth Services's AAPR Position: Q2 2026 in Review

Cypress Wealth Services increased its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 75% in Q2 2026, buying an estimated $274K and bringing the position to 21,872 shares worth $645K. The position accounts for 0.08% of the portfolio, ranked #190.

Cypress Wealth Services first reported a position in AAPR in Q2 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

Cypress Wealth Services held 21,872 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $645K as of Q2 2026.
Cypress Wealth Services bought 9,353 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q2 2026, an estimated $274K.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #190 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 9 quarters since.
11 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.