Cypress Wealth Services’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-50,154	Closed	-$1.46M	–	353
2025 Q2	$1.46M	Sell	50,154 -615	-1%	-$17.2K	0.26%	74
2025 Q1	$1.42M	Sell	50,769 -465	-0.9%	-$13.6K	0.29%	71
2024 Q4	$1.51M	Hold	51,234	–	–	0.3%	68
2024 Q3	$1.49M	Buy	51,234 +1,753	+4%	+$49.8K	0.31%	65
2024 Q2	$1.37M	Hold	49,481	–	–	0.3%	66
2024 Q1	$1.39M	Hold	49,481	–	–	0.32%	65
2023 Q4	$1.34M	Hold	49,481	–	–	0.33%	61
2023 Q3	$1.24M	Buy	+49,481	New	+$1.27M	0.34%	60

Other funds holding KJUL

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

KAS

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

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

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

Cypress Wealth Services sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2025, closing a stake of 50,154 shares — an estimated $1.46M sold.

Cypress Wealth Services first reported a position in KJUL in Q3 2023 and held it in 8 quarters. The position peaked at $1.51M in Q4 2024. 86 funds tracked by Wall St. Rank hold KJUL as of Q3 2025.

Cypress Wealth Services reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q3 2025 after selling out during the quarter.
Cypress Wealth Services sold 50,154 Innovator US Small Cap Power Buffer ETF July shares in Q3 2025, an estimated $1.46M.
Cypress Wealth Services first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2023 and held it in 8 quarters.
Cypress Wealth Services's Innovator US Small Cap Power Buffer ETF July position peaked at $1.51M in Q4 2024.
86 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2025.

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