Cypress Wealth Services’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.7M	Buy	21,283 +4,595	+28%	+$352K	0.2%	84
2026 Q2	$1.29M	Hold	16,688	–	–	0.16%	103
2026 Q1	$1.19M	Hold	16,688	–	–	0.17%	101
2025 Q4	$1.21M	Hold	16,688	–	–	0.17%	103
2025 Q3	$1.19M	Buy	+16,688	New	+$1.16M	0.19%	93
2025 Q2	–	Sell	-4,865	Closed	-$292K	–	328
2025 Q1	$292K	Sell	4,865 -145	-3%	-$9.1K	0.06%	222
2024 Q4	$315K	Sell	5,010 -13,208	-72%	-$820K	0.06%	201
2024 Q3	$1.11M	Sell	18,218 -17,699	-49%	-$1.05M	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	+$1.77M	0.49%	43

Other funds holding NJUL

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Cypress Wealth Services's NJUL Position: Q3 2026 in Review

Cypress Wealth Services increased its Innovator Growth-100 Power Buffer ETF July (NJUL) stake by 28% in Q3 2026, buying an estimated $352K and bringing the position to 21,283 shares worth $1.7M. The position accounts for 0.2% of the portfolio, ranked #84.

Cypress Wealth Services first reported a position in NJUL in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.14M in Q2 2024. 97 funds tracked by Wall St. Rank hold NJUL as of Q3 2026.

Cypress Wealth Services held 21,283 shares of Innovator Growth-100 Power Buffer ETF July worth $1.7M as of Q3 2026.
Cypress Wealth Services bought 4,595 Innovator Growth-100 Power Buffer ETF July shares in Q3 2026, an estimated $352K.
Innovator Growth-100 Power Buffer ETF July made up 0.2% of Cypress Wealth Services's portfolio in Q3 2026, its #84 holding.
Cypress Wealth Services first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2023 and has held it in 13 quarters since.
Cypress Wealth Services's Innovator Growth-100 Power Buffer ETF July position peaked at $2.14M in Q2 2024.
97 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.