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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Hold	59,888	–	–	0.2%	89
2026 Q1	$1.59M	Hold	59,888	–	–	0.22%	90
2025 Q4	$1.6M	Sell	59,888 -4,013	-6%	-$106K	0.22%	85
2025 Q3	$1.69M	Hold	63,901	–	–	0.28%	68
2025 Q2	$1.66M	Hold	63,901	–	–	0.3%	68
2025 Q1	$1.6M	Hold	63,901	–	–	0.32%	63
2024 Q4	$1.6M	Buy	+63,901	New	+$1.6M	0.32%	62

Other funds holding ZNOV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LWA

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

KWM

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

CVA

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

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

Cypress Wealth Services held its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) position steady in Q2 2026 at 59,888 shares worth $1.64M. The position accounts for 0.2% of the portfolio, ranked #89.

Cypress Wealth Services first reported a position in ZNOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q3 2025. 28 funds tracked by Wall St. Rank hold ZNOV as of Q2 2026.

Cypress Wealth Services held 59,888 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $1.64M as of Q2 2026.
Cypress Wealth Services left its Innovator Equity Defined Protection ETF - 1 Yr November share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr November made up 0.2% of Cypress Wealth Services's portfolio in Q2 2026, its #89 holding.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2024 and has held it in 7 quarters since.
Cypress Wealth Services's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $1.69M in Q3 2025.
28 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q2 2026.

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