Cypress Wealth Services »

Innovator Etfs Tr shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Innovator Etfs Tr (TJUL) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 42k 26.31
2023-12-31 $1.1M 42k 25.67
2023-09-30 $1.0M 42k 24.42

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
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 Etfs Tr

Amplius Wealth Advisors
Commonwealth Equity Services
Vishria Bird Financial Group
AE Wealth Management
Strategic Blueprint
Bullseye Investment Management
Cambridge Investment Research Advisors
Kfg Wealth Management
Brookstone Capital Management
We Are One Seven
Financial Designs Corp
Fort Washington Investment Advisors
BCJ Capital Management
Centaurus Financial
Kestra Advisory Services

View all funds holding Innovator Etfs Tr