Cypress Wealth Services’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19,959	Closed	-$757K	–	259
2023 Q1	$757K	Sell	19,959 -2,727	-12%	-$99.5K	0.22%	86
2022 Q4	$782K	Hold	22,686	–	–	0.25%	82
2022 Q3	$785K	Hold	22,686	–	–	0.27%	82
2022 Q2	$801K	Hold	22,686	–	–	0.26%	79
2022 Q1	$923K	Buy	+22,686	New	+$910K	0.25%	74

Other funds holding NJAN

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

RGF

Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

DFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Cypress Wealth Services's NJAN Position: Q2 2023 in Review

Cypress Wealth Services sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q2 2023, closing a stake of 19,959 shares — an estimated $757K sold.

Cypress Wealth Services first reported a position in NJAN in Q1 2022 and held it in 5 quarters. The position peaked at $923K in Q1 2022. 54 funds tracked by Wall St. Rank hold NJAN as of Q2 2023.

Cypress Wealth Services reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q2 2023 after selling out during the quarter.
Cypress Wealth Services sold 19,959 Innovator Growth-100 Power Buffer ETF January shares in Q2 2023, an estimated $757K.
Cypress Wealth Services first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2022 and held it in 5 quarters.
Cypress Wealth Services's Innovator Growth-100 Power Buffer ETF January position peaked at $923K in Q1 2022.
54 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2023.

Based on Cypress Wealth Services's 13F filing for Q2 2023, filed 21 Jul 2023.