Cypress Wealth Services’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,125	Closed	-$240K	–	402
2025 Q4	$240K	Hold	5,125	–	–	0.03%	345
2025 Q3	$234K	Hold	5,125	–	–	0.04%	299
2025 Q2	$224K	Hold	5,125	–	–	0.04%	285
2025 Q1	$208K	Hold	5,125	–	–	0.04%	271
2024 Q4	$213K	Hold	5,125	–	–	0.04%	259
2024 Q3	$209K	Hold	5,125	–	–	0.04%	262
2024 Q2	$200K	Buy	+5,125	New	+$195K	0.04%	248

Other funds holding BJUN

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Cypress Wealth Services's BJUN Position: Q1 2026 in Review

Cypress Wealth Services sold out of Innovator US Equity Buffer ETF June (BJUN) in Q1 2026, closing a stake of 5,125 shares — an estimated $240K sold.

Cypress Wealth Services first reported a position in BJUN in Q2 2024 and held it in 7 quarters. The position peaked at $240K in Q4 2025. 80 funds tracked by Wall St. Rank hold BJUN as of Q1 2026.

Cypress Wealth Services reported no remaining Innovator US Equity Buffer ETF June position as of Q1 2026 after selling out during the quarter.
Cypress Wealth Services sold 5,125 Innovator US Equity Buffer ETF June shares in Q1 2026, an estimated $240K.
Cypress Wealth Services first reported a position in Innovator US Equity Buffer ETF June in Q2 2024 and held it in 7 quarters.
Cypress Wealth Services's Innovator US Equity Buffer ETF June position peaked at $240K in Q4 2025.
80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.