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 Q3	$530K	Hold	14,161	–	–	0.06%	228
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

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator Emerging Markets Power Buffer ETF January (EJAN) position steady in Q3 2026 at 14,161 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #228.

Cypress Wealth Services first reported a position in EJAN in Q1 2022 and has held it in 19 quarters since. The position peaked at $883K in Q3 2024. 60 funds tracked by Wall St. Rank hold EJAN as of Q3 2026.

Cypress Wealth Services held 14,161 shares of Innovator Emerging Markets Power Buffer ETF January worth $530K as of Q3 2026.
Cypress Wealth Services left its Innovator Emerging Markets Power Buffer ETF January share count unchanged in Q3 2026.
Innovator Emerging Markets Power Buffer ETF January made up 0.06% of Cypress Wealth Services's portfolio in Q3 2026, its #228 holding.
Cypress Wealth Services first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2022 and has held it in 19 quarters since.
Cypress Wealth Services's Innovator Emerging Markets Power Buffer ETF January position peaked at $883K in Q3 2024.
60 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q3 2026.

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