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 Q3	$1.21M	Buy	39,867 +11,244	+39%	+$339K	0.14%	112
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

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

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Spectrum Advisors Plano, Texas $143M AUM

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

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

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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

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

Cypress Wealth Services increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 39% in Q3 2026, buying an estimated $339K and bringing the position to 39,867 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #112.

Cypress Wealth Services first reported a position in ZJUL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q4 2024. 73 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

Cypress Wealth Services held 39,867 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $1.21M as of Q3 2026.
Cypress Wealth Services bought 11,244 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q3 2026, an estimated $339K.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.14% of Cypress Wealth Services's portfolio in Q3 2026, its #112 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 9 quarters since.
Cypress Wealth Services's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $1.96M in Q4 2024.
73 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

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