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 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 $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cypress Wealth Services's NJUL Position: Q2 2026 in Review

Cypress Wealth Services held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q2 2026 at 16,688 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #103.

Cypress Wealth Services first reported a position in NJUL in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.14M in Q2 2024. 51 funds tracked by Wall St. Rank hold NJUL as of Q2 2026.

Cypress Wealth Services held 16,688 shares of Innovator Growth-100 Power Buffer ETF July worth $1.29M as of Q2 2026.
Cypress Wealth Services left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q2 2026.
Innovator Growth-100 Power Buffer ETF July made up 0.16% of Cypress Wealth Services's portfolio in Q2 2026, its #103 holding.
Cypress Wealth Services first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2023 and has held it in 12 quarters since.
Cypress Wealth Services's Innovator Growth-100 Power Buffer ETF July position peaked at $2.14M in Q2 2024.
51 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.