Cypress Wealth Services’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Sell	30,531 -7,636	-20%	-$367K	0.18%	95
2026 Q1	$1.75M	Hold	38,167	–	–	0.25%	80
2025 Q4	$1.77M	Hold	38,167	–	–	0.25%	77
2025 Q3	$1.74M	Buy	+38,167	New	+$1.71M	0.29%	65
2024 Q4	–	Sell	-30,554	Closed	-$1.24M	–	299
2024 Q3	$1.24M	Hold	30,554	–	–	0.26%	71
2024 Q2	$1.19M	Hold	30,554	–	–	0.26%	70
2024 Q1	$1.16M	Sell	30,554 -4,979	-14%	-$185K	0.27%	72
2023 Q4	$1.29M	Hold	35,533	–	–	0.32%	63
2023 Q3	$1.2M	Buy	35,533 +29,138	+456%	+$1M	0.33%	63
2023 Q2	$221K	Buy	+6,395	New	+$207K	0.06%	218

Other funds holding PJUL

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Cypress Wealth Services reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 20% in Q2 2026, selling an estimated $367K and leaving 30,531 shares worth $1.49M. The position accounts for 0.18% of the portfolio, ranked #95.

Cypress Wealth Services first reported a position in PJUL in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.77M in Q4 2025. 261 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Cypress Wealth Services held 30,531 shares of Innovator US Equity Power Buffer ETF July worth $1.49M as of Q2 2026.
Cypress Wealth Services sold 7,636 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $367K.
Innovator US Equity Power Buffer ETF July made up 0.18% of Cypress Wealth Services's portfolio in Q2 2026, its #95 holding.
Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2023 and has held it in 10 quarters since.
Cypress Wealth Services's Innovator US Equity Power Buffer ETF July position peaked at $1.77M in Q4 2025.
261 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

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