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Innovator Etfs Tr S&p 500 Buffer shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Buffer (BJUN) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Innovator Etfs Tr S&p 500 Buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr S&p 500 Buffer 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 Tr S&p 500 Buffer by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 5.1k 40.70
2024-06-30 $200k 5.1k 39.08

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)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

Top funds holding Innovator Etfs Tr S&p 500 Buffer

Brookstone Capital Management
Penserra Capital Management
Lantz Financial
HPM Partners
Commonwealth Equity Services
Strategic Blueprint
Advisor Group Holdings
Blue Bell Private Wealth Management
Envestnet Asset Management
HighTower Advisors
Fragasso
WPWealth
Nations Financial Group
Maltin Wealth Management
Consolidated Portfolio Review Corp

View all funds holding Innovator Etfs Tr S&p 500 Buffer