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Innovator Etfs Tr shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Innovator Etfs Tr (IAUG) 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

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Quarterly reported holdings in Innovator Etfs Tr by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $642k 23k 27.87
2025-06-30 $634k 23k 27.52
2025-03-31 $584k 23k 25.35
2024-12-31 $664k 27k 24.22

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 Innovator Etfs Tr

Hanson McClain Advisors
Americana Partners
Commonwealth Equity Services
Bright Futures Wealth Management
Berson & Corrado Investment Advisors
HighTower Advisors
Harbour Investments
Steward Partners Investment Advisory
Gill Capital Partners
Sigma Planning
Cetera Investment Advisers
Kestra Advisory Services
Syon Capital
Kovitz Investment Group Partners
Cypress Wealth Services

View all funds holding Innovator Etfs Tr