CWS
ZJAN

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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Cypress Wealth Services increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 57% in Q2 2026, buying an estimated $359K and bringing the position to 35,400 shares worth $991K. The position accounts for 0.12% of the portfolio, ranked #133.

Cypress Wealth Services first reported a position in ZJAN in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Cypress Wealth Services held 35,400 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $991K as of Q2 2026.
  • Cypress Wealth Services bought 12,913 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $359K.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up 0.12% of Cypress Wealth Services's portfolio in Q2 2026, its #133 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 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

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