Cypress Wealth Services’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-49,367	Closed	-$1.37M	–	350
2025 Q2	$1.37M	Hold	49,367	–	–	0.24%	80
2025 Q1	$1.25M	Hold	49,367	–	–	0.25%	75
2024 Q4	$1.22M	Sell	49,367 -645	-1%	-$16.2K	0.24%	74
2024 Q3	$1.28M	Hold	50,012	–	–	0.26%	69
2024 Q2	$1.23M	Hold	50,012	–	–	0.27%	67
2024 Q1	$1.19M	Hold	50,012	–	–	0.28%	70
2023 Q4	$1.18M	Hold	50,012	–	–	0.29%	69
2023 Q3	$1.13M	Buy	+50,012	New	+$1.15M	0.31%	67

Other funds holding EJUL

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return