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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$858K	Sell	28,623 -8,316	-23%	-$247K	0.11%	149
2026 Q1	$1.07M	Sell	36,939 -9,067	-20%	-$264K	0.15%	109
2025 Q4	$1.34M	Hold	46,006	–	–	0.19%	93
2025 Q3	$1.32M	Hold	46,006	–	–	0.22%	84
2025 Q2	$1.3M	Sell	46,006 -7,521	-14%	-$205K	0.23%	83
2025 Q1	$1.43M	Sell	53,527 -19,060	-26%	-$517K	0.29%	70
2024 Q4	$1.96M	Hold	72,587	–	–	0.39%	53
2024 Q3	$1.94M	Buy	+72,587	New	+$1.91M	0.4%	53

Other funds holding ZJUL

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

KWM

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

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

Cypress Wealth Services reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 23% in Q2 2026, selling an estimated $247K and leaving 28,623 shares worth $858K. The position accounts for 0.11% of the portfolio, ranked #149.

Cypress Wealth Services first reported a position in ZJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.96M in Q4 2024. 26 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Cypress Wealth Services held 28,623 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $858K as of Q2 2026.
Cypress Wealth Services sold 8,316 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $247K.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #149 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 8 quarters since.
Cypress Wealth Services's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $1.96M in Q4 2024.
26 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

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