CWS
AOCT

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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