Cypress Wealth Services’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$264K	Hold	7,328	–	–	0.03%	364
2026 Q1	$247K	Hold	7,328	–	–	0.03%	337
2025 Q4	$246K	Hold	7,328	–	–	0.03%	339
2025 Q3	$240K	Sell	7,328 -38,963	-84%	-$1.25M	0.04%	290
2025 Q2	$1.48M	Hold	46,291	–	–	0.26%	72
2025 Q1	$1.35M	Hold	46,291	–	–	0.27%	72
2024 Q4	$1.28M	Sell	46,291 -10,962	-19%	-$311K	0.26%	71
2024 Q3	$1.68M	Hold	57,253	–	–	0.35%	58
2024 Q2	$1.61M	Hold	57,253	–	–	0.36%	59
2024 Q1	$1.62M	Hold	57,253	–	–	0.38%	59
2023 Q4	$1.55M	Hold	57,253	–	–	0.39%	52
2023 Q3	$1.46M	Buy	57,253 +45,232	+376%	+$1.18M	0.4%	52
2023 Q2	$318K	Hold	12,021	–	–	0.08%	182
2023 Q1	$305K	Hold	12,021	–	–	0.09%	184
2022 Q4	$287K	Hold	12,021	–	–	0.09%	189
2022 Q3	$258K	Buy	12,021 +1,059	+10%	+$24.1K	0.09%	181
2022 Q2	$249K	Buy	10,962 +657	+6%	+$15.4K	0.08%	190
2022 Q1	$246K	Buy	+10,305	New	+$247K	0.07%	202

Other funds holding IJUL

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AFS

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

OFS

Opus Financial Solutions Downers Grove, Illinois $124M AUM

Cypress Wealth Services's IJUL Position: Q2 2026 in Review

Cypress Wealth Services held its Innovator International Developed Power Buffer ETF July (IJUL) position steady in Q2 2026 at 7,328 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #364.

Cypress Wealth Services first reported a position in IJUL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.68M in Q3 2024. 27 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

Cypress Wealth Services held 7,328 shares of Innovator International Developed Power Buffer ETF July worth $264K as of Q2 2026.
Cypress Wealth Services left its Innovator International Developed Power Buffer ETF July share count unchanged in Q2 2026.
Innovator International Developed Power Buffer ETF July made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #364 holding.
Cypress Wealth Services first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2022 and has held it in 18 quarters since.
Cypress Wealth Services's Innovator International Developed Power Buffer ETF July position peaked at $1.68M in Q3 2024.
27 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.