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 $23.6B AUM 20.99% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

AFS

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

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cypress Wealth Services's EJUL Position: Q3 2025 in Review

Cypress Wealth Services sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q3 2025, closing a stake of 49,367 shares — an estimated $1.37M sold.

Cypress Wealth Services first reported a position in EJUL in Q3 2023 and held it in 8 quarters. The position peaked at $1.37M in Q2 2025. 68 funds tracked by Wall St. Rank hold EJUL as of Q3 2025.

Cypress Wealth Services reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
Cypress Wealth Services sold 49,367 Innovator Emerging Markets Power Buffer ETF July shares in Q3 2025, an estimated $1.37M.
Cypress Wealth Services first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q3 2023 and held it in 8 quarters.
Cypress Wealth Services's Innovator Emerging Markets Power Buffer ETF July position peaked at $1.37M in Q2 2025.
68 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q3 2025.

Based on Cypress Wealth Services's 13F filing for Q3 2025, filed 15 Oct 2025.