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Innovator Etfs Trust shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust 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 Etfs Trust by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $731k 29k 25.08
2024-09-30 $725k 29k 24.87

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Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cypress Wealth Services

Top funds holding Innovator Etfs Trust

Cambridge Investment Research Advisors
BCJ Capital Management
Envestnet Asset Management
Centaurus Financial
Commonwealth Equity Services
HighTower Advisors
Jane Street
Delta Investment Management
Kfg Wealth Management
Goss Wealth Management
Susquehanna International
Advisory Alpha
Kestra Advisory Services
Vantage Financial Partners
Money Concepts Capital Corp

View all funds holding Innovator Etfs Trust