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Innovator Russell 2000 Pwr Buffer JUL shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Innovator Russell 2000 Pwr Buffer JUL (KJUL) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Innovator Russell 2000 Pwr Buffer JUL

Tip: Access up to 7 years of quarterly data

All positions including Innovator Russell 2000 Pwr Buffer JUL held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Russell 2000 Pwr Buffer JUL by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 50k 28.08
2023-12-31 $1.3M 50k 27.08
2023-09-30 $1.2M 50k 25.02

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Cypress Wealth Services

Top funds holding Innovator Russell 2000 Pwr Buffer JUL

HighTower Advisors
Commonwealth Equity Services
Tradition Wealth Management
Maltin Wealth Management
Cary Street Partner Investment Advisory
Onyx Bridge Wealth Group
Advisor Group Holdings
Berger Financial Group
Aurum Wealth Management Group
Fragasso
Diligent Investors
BKD Wealth Advisors
Principal Securities
ODonnell Financial Services
Long Island Wealth Management

View all funds holding Innovator Russell 2000 Pwr Buffer JUL