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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 38k 45.60
2024-09-30 $1.2M 31k 40.48
2024-06-30 $1.2M 31k 38.85
2024-03-31 $1.2M 31k 37.98
2023-12-31 $1.3M 36k 36.19
2023-09-30 $1.2M 36k 33.70
2023-06-30 $221k 6.4k 34.59

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 s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Hanson McClain Advisors
Brookstone Capital Management
Commonwealth Equity Services
William Blair $ Company
Wealth Enhancement Advisory Services
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
Compass Advisory Group
HighTower Advisors
Kovitz Investment Group Partners
Cetera Investment Advisers
LPL Financial

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