Cypress Wealth Services’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,865
| Closed | -$292K | – | 328 |
|
|
2025
Q1 | $292K | Sell |
4,865
-145
| -3% | -$8.7K | 0.06% | 222 |
|
|
2024
Q4 | $315K | Sell |
5,010
-13,208
| -72% | -$829K | 0.06% | 201 |
|
|
2024
Q3 | $1.11M | Sell |
18,218
-17,699
| -49% | -$1.08M | 0.23% | 72 |
|
|
2024
Q2 | $2.14M | Hold |
35,917
| – | – | 0.48% | 47 |
|
|
2024
Q1 | $2.07M | Hold |
35,917
| – | – | 0.48% | 49 |
|
|
2023
Q4 | $1.98M | Hold |
35,917
| – | – | 0.49% | 46 |
|
|
2023
Q3 | $1.82M | Hold |
35,917
| – | – | 0.51% | 44 |
|
|
2023
Q2 | $1.87M | Buy |
+35,917
| New | +$1.87M | 0.49% | 43 |
|