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Invtor Edp Etf 2yr To Jy2026 shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Invtor Edp Etf 2yr To Jy2026 (AJUL) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Invtor Edp Etf 2yr To Jy2026

Tip: Access up to 7 years of quarterly data

All positions including Invtor Edp Etf 2yr To Jy2026 held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invtor Edp Etf 2yr To Jy2026 by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $325k 11k 28.62
2025-06-30 $317k 11k 27.91
2025-03-31 $405k 15k 26.74
2024-12-31 $409k 15k 27.01
2024-09-30 $408k 15k 26.93

More positions owned by Cypress Wealth Services

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard World Mega Grwth Ind (MGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

Top funds holding Invtor Edp Etf 2yr To Jy2026

HighTower Advisors
Raymond James Financial
Commonwealth Equity Services
Kestra Advisory Services
Wealth Enhancement Advisory Services
Brookstone Capital Management
Fort Washington Investment Advisors
AE Wealth Management
Syntegra Private Wealth Group
Maia Wealth
Brass Tax Wealth Management
BCJ Capital Management
Foundations Investment Advisors
Belpointe Asset Management
Bullseye Investment Management

View all funds holding Invtor Edp Etf 2yr To Jy2026