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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return