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Innovator Etfs Tr shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Innovator Etfs Tr (NJUL) 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
2024-03-31 $2.1M 36k 57.65
2023-12-31 $2.0M 36k 55.10
2023-09-30 $1.8M 36k 50.80
2023-06-30 $1.9M 36k 52.19

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)
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

Altfest L J & Co
Tradition Wealth Management
Advisor Group Holdings
Berkshire Money Management
Commonwealth Equity Services
Branch Banking & Trust Company
Outlook Wealth Advisors
MAI Wealth Advisors
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Onyx Bridge Wealth Group
Strategic Blueprint
Cypress Wealth Services
ODonnell Financial Services

View all funds holding Innovator Etfs Tr