Cypress Wealth Services’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$370K	Hold	7,486	–	–	0.05%	293
2026 Q1	$345K	Buy	+7,486	New	+$352K	0.05%	278
2024 Q4	–	Sell	-13,427	Closed	-$555K	–	298
2024 Q3	$555K	Sell	13,427 -1,587	-11%	-$64.5K	0.11%	141
2024 Q2	$604K	Hold	15,014	–	–	0.13%	118
2024 Q1	$587K	Hold	15,014	–	–	0.14%	122
2023 Q4	$559K	Hold	15,014	–	–	0.14%	130
2023 Q3	$522K	Sell	15,014 -15,250	-50%	-$539K	0.14%	129
2023 Q2	$1.07M	Sell	30,264 -636	-2%	-$21.6K	0.28%	69
2023 Q1	$1.03M	Buy	30,900 +2,223	+8%	+$72.4K	0.3%	67
2022 Q4	$904K	Hold	28,677	–	–	0.29%	75
2022 Q3	$854K	Hold	28,677	–	–	0.29%	79
2022 Q2	$861K	Hold	28,677	–	–	0.27%	77
2022 Q1	$934K	Buy	+28,677	New	+$924K	0.25%	71

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator US Equity Power Buffer ETF January (PJAN) position steady in Q2 2026 at 7,486 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #293.

Cypress Wealth Services first reported a position in PJAN in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.07M in Q2 2023. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Cypress Wealth Services held 7,486 shares of Innovator US Equity Power Buffer ETF January worth $370K as of Q2 2026.
Cypress Wealth Services left its Innovator US Equity Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF January made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #293 holding.
Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2022 and has held it in 13 quarters since.
Cypress Wealth Services's Innovator US Equity Power Buffer ETF January position peaked at $1.07M in Q2 2023.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

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