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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return