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Innovator Etfs Trust shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Innovator Etfs Trust (ZJUL) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust 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 Trust by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 46k 28.73
2025-06-30 $1.3M 46k 28.18
2025-03-31 $1.4M 54k 26.77
2024-12-31 $2.0M 73k 27.05
2024-09-30 $1.9M 73k 26.78

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 Trust

Sovran Advisors
Commonwealth Equity Services
Advisor Group Holdings
Centaurus Financial
HighTower Advisors
Canandaigua National Bank and Trust Company
Cetera Investment Advisers
AE Wealth Management
Kestra Advisory Services
Archer Investment Corp
Captrust Financial Advisors
Stratos Wealth Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Diligent Investors
Kfg Wealth Management

View all funds holding Innovator Etfs Trust