Cypress Wealth Services’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Hold	9,056	–	–	0.03%	375
2026 Q1	$240K	Hold	9,056	–	–	0.03%	345
2025 Q4	$241K	Hold	9,056	–	–	0.03%	344
2025 Q3	$238K	Hold	9,056	–	–	0.04%	296
2025 Q2	$233K	Hold	9,056	–	–	0.04%	275
2025 Q1	$225K	Hold	9,056	–	–	0.05%	255
2024 Q4	$225K	Buy	+9,056	New	+$225K	0.05%	247

Other funds holding AOCT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

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

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) position steady in Q2 2026 at 9,056 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #375.

Cypress Wealth Services first reported a position in AOCT in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold AOCT as of Q2 2026.

Cypress Wealth Services held 9,056 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $248K as of Q2 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #375 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q2 2026.

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