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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

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

BCM

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Cypress Wealth Services increased its Innovator US Equity Power Buffer ETF June (PJUN) stake by 71% in Q2 2026, buying an estimated $298K and bringing the position to 16,602 shares worth $718K. The position accounts for 0.09% of the portfolio, ranked #175.

Cypress Wealth Services first reported a position in PJUN in Q2 2022 and has held it in 17 quarters since. The position peaked at $771K in Q4 2023. 195 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

Cypress Wealth Services held 16,602 shares of Innovator US Equity Power Buffer ETF June worth $718K as of Q2 2026.
Cypress Wealth Services bought 6,918 Innovator US Equity Power Buffer ETF June shares in Q2 2026, an estimated $298K.
Innovator US Equity Power Buffer ETF June made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #175 holding.
Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2022 and has held it in 17 quarters since.
Cypress Wealth Services's Innovator US Equity Power Buffer ETF June position peaked at $771K in Q4 2023.
195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

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