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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
2024-12-31 $409k 15k 27.01
2024-09-30 $408k 15k 26.93

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)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr U.s. Tech Etf (IYW)
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 Invtor Edp Etf 2yr To Jy2026

HighTower Advisors
RFG Advisory
Commonwealth Equity Services
Kestra Advisory Services
Noble Wealth Management PBC
Brookstone Capital Management
Susquehanna International
Fort Washington Investment Advisors
Wealth Enhancement Advisory Services
BCJ Capital Management
Old Mission Capital
Maia Wealth
Jane Street
Syntegra Private Wealth Group
Brass Tax Wealth Management

View all funds holding Invtor Edp Etf 2yr To Jy2026