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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.07M	Hold	34,867	–	–	0.13%	126
2026 Q2	$1.05M	Hold	34,867	–	–	0.13%	125
2026 Q1	$1.02M	Hold	34,867	–	–	0.14%	118
2025 Q4	$1.03M	Hold	34,867	–	–	0.14%	117
2025 Q3	$1.02M	Buy	+34,867	New	+$1.01M	0.17%	102
2024 Q4	–	Sell	-40,193	Closed	-$1.1M	–	305
2024 Q3	$1.1M	Sell	40,193 -1,407	-3%	-$38.1K	0.23%	73
2024 Q2	$1.11M	Hold	41,600	–	–	0.25%	72
2024 Q1	$1.09M	Hold	41,600	–	–	0.26%	74
2023 Q4	$1.07M	Hold	41,600	–	–	0.27%	72
2023 Q3	$1.02M	Buy	+41,600	New	+$1.03M	0.28%	68

Other funds holding TJUL

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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q3 2026 at 34,867 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #126.

Cypress Wealth Services first reported a position in TJUL in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q2 2024. 34 funds tracked by Wall St. Rank hold TJUL as of Q3 2026.

Cypress Wealth Services held 34,867 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.07M as of Q3 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.13% of Cypress Wealth Services's portfolio in Q3 2026, its #126 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 10 quarters since.
Cypress Wealth Services's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.11M in Q2 2024.
34 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2026.

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