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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $238k 5.5k 43.11
2023-03-31 $413k 13k 31.63
2022-12-31 $392k 13k 30.07
2022-09-30 $251k 8.7k 28.77

More positions owned by Cypress Wealth Services

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Cypress Wealth Services

Top funds holding Innovator Etfs Tr s&p 500 pwretf

Alliancebernstein
HPM Partners
Penserra Capital Management
Brookstone Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Hanson McClain Advisors
Envestnet Asset Management
Colony
Raymond James Financial
LPL Financial
William Blair $ Company
Janney Montgomery Scott
Cetera Investment Advisers
Kestra Advisory Services

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