Cypress Wealth Services’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$510K	Hold	14,161	–	–	0.06%	238
2026 Q1	$480K	Buy	14,161 +5,941	+72%	+$205K	0.07%	230
2025 Q4	$278K	Hold	8,220	–	–	0.04%	319
2025 Q3	$273K	Sell	8,220 -18,143	-69%	-$592K	0.04%	269
2025 Q2	$845K	Sell	26,363 -1,827	-6%	-$56.1K	0.15%	114
2025 Q1	$852K	Hold	28,190	–	–	0.17%	102
2024 Q4	$830K	Hold	28,190	–	–	0.17%	96
2024 Q3	$883K	Hold	28,190	–	–	0.18%	94
2024 Q2	$841K	Hold	28,190	–	–	0.19%	91
2024 Q1	$816K	Hold	28,190	–	–	0.19%	93
2023 Q4	$808K	Hold	28,190	–	–	0.2%	88
2023 Q3	$772K	Hold	28,190	–	–	0.21%	91
2023 Q2	$822K	Hold	28,190	–	–	0.22%	91
2023 Q1	$795K	Buy	28,190 +19,970	+243%	+$562K	0.23%	83
2022 Q4	$224K	Hold	8,220	–	–	0.07%	213
2022 Q3	$208K	Hold	8,220	–	–	0.07%	209
2022 Q2	$223K	Hold	8,220	–	–	0.07%	203
2022 Q1	$234K	Buy	+8,220	New	+$238K	0.06%	212

Other funds holding EJAN

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return