Cypress Wealth Services’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$359K	Hold	13,574	–	–	0.04%	294
2026 Q2	$353K	Hold	13,574	–	–	0.04%	301
2026 Q1	$345K	Hold	13,574	–	–	0.05%	279
2025 Q4	$345K	Hold	13,574	–	–	0.05%	268
2025 Q3	$339K	Hold	13,574	–	–	0.06%	225
2025 Q2	$331K	Buy	+13,574	New	+$324K	0.06%	218

Other funds holding ZFEB

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BWM

Blossom Wealth Management San Ramon, Ca, California $74.5M AUM 12.74% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) position steady in Q3 2026 at 13,574 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #294.

Cypress Wealth Services first reported a position in ZFEB in Q2 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold ZFEB as of Q3 2026.

Cypress Wealth Services held 13,574 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $359K as of Q3 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 1 Yr February share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr February made up 0.04% of Cypress Wealth Services's portfolio in Q3 2026, its #294 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q2 2025 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q3 2026.

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