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 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

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

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

BCM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 34,867 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #125.

Cypress Wealth Services first reported a position in TJUL in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2024. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Cypress Wealth Services held 34,867 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.05M as of Q2 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.13% of Cypress Wealth Services's portfolio in Q2 2026, its #125 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 9 quarters since.
Cypress Wealth Services's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.11M in Q2 2024.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

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