CWS
AJUL

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q2 2026 at 11,357 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #309.

Cypress Wealth Services first reported a position in AJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $409K in Q4 2024. 13 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

  • Cypress Wealth Services held 11,357 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $342K as of Q2 2026.
  • Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #309 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 8 quarters since.
  • Cypress Wealth Services's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $409K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

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