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 Q3	$589K	Sell	20,528 -10,071	-33%	-$286K	0.07%	216
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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cypress Wealth Services's TJAN Position: Q3 2026 in Review

Cypress Wealth Services reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) stake by 33% in Q3 2026, selling an estimated $286K and leaving 20,528 shares worth $589K. The position accounts for 0.07% of the portfolio, ranked #216.

Cypress Wealth Services first reported a position in TJAN in Q2 2025 and has held it in 6 quarters since. The position peaked at $861K in Q2 2026. 6 funds tracked by Wall St. Rank hold TJAN as of Q3 2026.

Cypress Wealth Services held 20,528 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $589K as of Q3 2026.
Cypress Wealth Services sold 10,071 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q3 2026, an estimated $286K.
Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up 0.07% of Cypress Wealth Services's portfolio in Q3 2026, its #216 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 6 quarters since.
Cypress Wealth Services's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $861K in Q2 2026.
6 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.