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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 (PSEP) 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
2026-09-30 $445k 9.4k 47.40
2023-06-30 $339k 10k 33.15
2023-03-31 $329k 11k 30.68
2022-12-31 $313k 11k 29.25
2022-09-30 $300k 11k 28.01

More positions owned by Cypress Wealth Services

Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard World Mrngstr Mega Cap (MGK)
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
Commonwealth Equity Services
Brookstone Capital Management
Advisor Group Holdings
Lido Advisors
Wealth Enhancement Advisory Services
LPL Financial
Colony
Cresset Asset Management
Kestra Advisory Services
HighTower Advisors
Raymond James Financial
Envestnet Asset Management
Creative Planning

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