CWS
PJUN icon

Cypress Wealth Services’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Cypress Wealth Services’s Portfolio PJUN Stock Details PJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$718K Buy
16,602
+6,918
+71% +$298K 0.09% 175
2026
Q1 		$405K Hold
9,684
– – 0.06% 253
2025
Q4 		$406K Hold
9,684
– – 0.06% 237
2025
Q3 		$398K Hold
9,684
– – 0.07% 205
2025
Q2 		$385K Sell
9,684
-1,788
-16% -$67.5K 0.07% 197
2025
Q1 		$425K Sell
11,472
-1,350
-11% -$50.9K 0.09% 168
2024
Q4 		$481K Hold
12,822
– – 0.1% 159
2024
Q3 		$473K Sell
12,822
-8,720
-40% -$314K 0.1% 156
2024
Q2 		$767K Buy
21,542
+1,716
+9% +$59.9K 0.17% 97
2024
Q1 		$684K Sell
19,826
-3,283
-14% -$112K 0.16% 107
2023
Q4 		$771K Hold
23,109
– – 0.19% 96
2023
Q3 		$724K Hold
23,109
– – 0.2% 97
2023
Q2 		$738K Hold
23,109
– – 0.19% 97
2023
Q1 		$711K Hold
23,109
– – 0.21% 89
2022
Q4 		$687K Hold
23,109
– – 0.22% 92
2022
Q3 		$661K Buy
23,109
+2,467
+12% +$73.9K 0.22% 88
2022
Q2 		$600K Buy
+20,642
New +$633K 0.19% 97

Other funds holding PJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return