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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.01M	Hold	35,400	–	–	0.12%	132
2026 Q2	$991K	Buy	35,400 +12,913	+57%	+$359K	0.12%	133
2026 Q1	$613K	Buy	+22,487	New	+$616K	0.09%	188

Other funds holding ZJAN

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

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

CVA

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

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

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

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

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q3 2026 at 35,400 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #132.

Cypress Wealth Services first reported a position in ZJAN in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold ZJAN as of Q3 2026.

Cypress Wealth Services held 35,400 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $1.01M as of Q3 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 1 Yr January share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.12% of Cypress Wealth Services's portfolio in Q3 2026, its #132 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2026 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q3 2026.

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