Cypress Wealth Services’s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 TJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$861K	Hold	30,599	–	–	0.11%	148
2026 Q1	$829K	Hold	30,599	–	–	0.12%	140
2025 Q4	$836K	Hold	30,599	–	–	0.12%	141
2025 Q3	$827K	Hold	30,599	–	–	0.14%	122
2025 Q2	$806K	Buy	+30,599	New	+$785K	0.14%	122

Other funds holding TJAN

BCM

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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) position steady in Q2 2026 at 30,599 shares worth $861K. The position accounts for 0.11% of the portfolio, ranked #148.

Cypress Wealth Services first reported a position in TJAN in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold TJAN as of Q2 2026.

Cypress Wealth Services held 30,599 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $861K as of Q2 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #148 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q2 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q2 2026.

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