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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$935K	Buy	30,730 +19,373	+171%	+$585K	0.11%	141
2026 Q2	$342K	Hold	11,357	–	–	0.04%	309
2026 Q1	$329K	Hold	11,357	–	–	0.05%	287
2025 Q4	$330K	Hold	11,357	–	–	0.05%	276
2025 Q3	$325K	Hold	11,357	–	–	0.05%	236
2025 Q2	$317K	Sell	11,357 -3,788	-25%	-$102K	0.06%	223
2025 Q1	$405K	Hold	15,145	–	–	0.08%	174
2024 Q4	$409K	Hold	15,145	–	–	0.08%	169
2024 Q3	$408K	Buy	+15,145	New	+$398K	0.08%	171

Other funds holding AJUL

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

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

Cypress Wealth Services increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 171% in Q3 2026, buying an estimated $585K and bringing the position to 30,730 shares worth $935K. The position accounts for 0.11% of the portfolio, ranked #141.

Cypress Wealth Services first reported a position in AJUL in Q3 2024 and has held it in 9 quarters since. 33 funds tracked by Wall St. Rank hold AJUL as of Q3 2026.

Cypress Wealth Services held 30,730 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $935K as of Q3 2026.
Cypress Wealth Services bought 19,373 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q3 2026, an estimated $585K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.11% of Cypress Wealth Services's portfolio in Q3 2026, its #141 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 9 quarters since.
33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q3 2026.

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