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Innovator Edp Etf - 1y Jan shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Innovator Edp Etf - 1y Jan (ZJAN) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Innovator Edp Etf - 1y Jan

Tip: Access up to 7 years of quarterly data

All positions including Innovator Edp Etf - 1y Jan 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 Edp Etf - 1y Jan by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $613k 23k 27.26

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 Edp Etf - 1y Jan

Kestra Advisory Services
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Raymond James Financial
Mutual Advisors
HighTower Advisors
Lineweaver Wealth Advisors
HPM Partners
Caliber Wealth Management, Llc / Ks
Kfg Wealth Management
Advisor Group Holdings
Cetera Investment Advisers
Central Valley Advisors
Cypress Wealth Services
Kelly Financial Group

View all funds holding Innovator Edp Etf - 1y Jan