Cypress Wealth Services’s Innovator Equity Defined Protection ETF - 2 Yr to October 2028 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 Q3	$254K	Hold	9,056	–	–	0.03%	365
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 $77B AUM 19.24% 1-Year Est. Return

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

Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) position steady in Q3 2026 at 9,056 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #365.

Cypress Wealth Services first reported a position in AOCT in Q4 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold AOCT as of Q3 2026.

Cypress Wealth Services held 9,056 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2028 worth $254K as of Q3 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 2 Yr to October 2028 share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to October 2028 made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #365 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2028 in Q4 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2028 as of Q3 2026.

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