Cypress Wealth Services’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,380	Closed	-$590K	–	292
2024 Q2	$590K	Sell	12,380 -1,377	-10%	-$63.3K	0.13%	122
2024 Q1	$626K	Hold	13,757	–	–	0.15%	117
2023 Q4	$612K	Sell	13,757 -300	-2%	-$12.9K	0.15%	114
2023 Q3	$588K	Hold	14,057	–	–	0.16%	115
2023 Q2	$594K	Buy	14,057 +3,109	+28%	+$124K	0.16%	112
2023 Q1	$426K	Hold	10,948	–	–	0.12%	142
2022 Q4	$373K	Sell	10,948 -1,107	-9%	-$38.2K	0.12%	156
2022 Q3	$406K	Hold	12,055	–	–	0.14%	132
2022 Q2	$411K	Buy	+12,055	New	+$434K	0.13%	136

Other funds holding NAPR

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SWP

Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cypress Wealth Services's NAPR Position: Q3 2024 in Review

Cypress Wealth Services sold out of Innovator Growth-100 Power Buffer ETF April (NAPR) in Q3 2024, closing a stake of 12,380 shares — an estimated $590K sold.

Cypress Wealth Services first reported a position in NAPR in Q2 2022 and held it in 9 quarters. The position peaked at $626K in Q1 2024. 87 funds tracked by Wall St. Rank hold NAPR as of Q3 2024.

Cypress Wealth Services reported no remaining Innovator Growth-100 Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
Cypress Wealth Services sold 12,380 Innovator Growth-100 Power Buffer ETF April shares in Q3 2024, an estimated $590K.
Cypress Wealth Services first reported a position in Innovator Growth-100 Power Buffer ETF April in Q2 2022 and held it in 9 quarters.
Cypress Wealth Services's Innovator Growth-100 Power Buffer ETF April position peaked at $626K in Q1 2024.
87 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.