Cypress Wealth Services’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $398K | Hold |
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|
2025
Q2 | $385K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $481K | Hold |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $767K | Buy |
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|
2024
Q1 | $684K | Sell |
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|
2023
Q4 | $771K | Hold |
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|
2023
Q3 | $724K | Hold |
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|
2023
Q2 | $738K | Hold |
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|
2023
Q1 | $711K | Hold |
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|
2022
Q4 | $687K | Hold |
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|
2022
Q3 | $661K | Buy |
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|
2022
Q2 | $600K | Buy |
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