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Innovator Etfs Tr s&p 500 pwr bu shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 pwr bu (PAUG) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Innovator Etfs Tr s&p 500 pwr bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr bu 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 pwr bu by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $236k 6.7k 35.38
2023-12-31 $222k 6.7k 33.37
2023-09-30 $207k 6.7k 31.05
2023-06-30 $216k 6.8k 31.64
2023-03-31 $201k 6.8k 29.50

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)
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 s&p 500 pwr bu

Alliancebernstein
AE Wealth Management
Advisor Group Holdings
Brookstone Capital Management
Commonwealth Equity Services
SageView Advisory Group
Penserra Capital Management
HighTower Advisors
Ascent Wealth Partners
William Blair $ Company
Sageworth Trust Company
InterOcean Capital Group
MAI Wealth Advisors
Integral Investment Advisors
Soltis Investment Advisors

View all funds holding Innovator Etfs Tr s&p 500 pwr bu