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Innovator Etfs Tr russell 2000 p shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Innovator Etfs Tr russell 2000 p (KJAN) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Innovator Etfs Tr russell 2000 p

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr russell 2000 p 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 russell 2000 p by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $346k 9.8k 35.37
2023-12-31 $336k 9.8k 34.31
2023-09-30 $301k 9.8k 30.72
2023-06-30 $320k 9.8k 32.66
2023-03-31 $301k 9.8k 30.73
2022-03-31 $203k 6.5k 31.18

More positions owned by Cypress Wealth Services

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

View all positions for Cypress Wealth Services

Top funds holding Innovator Etfs Tr russell 2000 p

Compass Advisory Group
PFS Partners
Berkshire Money Management
Legacy CG
ODonnell Financial Services
Commonwealth Equity Services
MBL Wealth
Long Island Wealth Management
Gradient Investments
Bullseye Investment Management
SMI Advisory Services
AdvisorNet Financial
Brookstone Capital Management
David R. Rahn Inc. dba Avalon Capital Management
Advisor Group Holdings

View all funds holding Innovator Etfs Tr russell 2000 p