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 Q3	–	Sell	-59,888	Closed	-$1.64M	–	454
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 $45.2B AUM 20.72% 1-Year Est. Return

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

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

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

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

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

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

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

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

Cypress Wealth Services sold out of Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) in Q3 2026, closing a stake of 59,888 shares — an estimated $1.64M sold.

Cypress Wealth Services first reported a position in ZNOV in Q4 2024 and held it in 7 quarters. The position peaked at $1.69M in Q3 2025. 42 funds tracked by Wall St. Rank hold ZNOV as of Q3 2026.

Cypress Wealth Services reported no remaining Innovator Equity Defined Protection ETF - 1 Yr November position as of Q3 2026 after selling out during the quarter.
Cypress Wealth Services sold 59,888 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q3 2026, an estimated $1.64M.
Cypress Wealth Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2024 and held it in 7 quarters.
Cypress Wealth Services's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $1.69M in Q3 2025.
42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q3 2026.

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