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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
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

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Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Val Etf (IVE)
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
Brookstone Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Janney Montgomery Scott
Raymond James Financial Services Advisors
Kestra Advisory Services
William Blair $ Company
Envestnet Asset Management
Legacy CG
HighTower Advisors
BKD Wealth Advisors
Kovitz Investment Group Partners
Motiv8 Investments

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