Cypress Wealth Services, LLC PJUN — INNOVATOR ETFS TR

Ownership history in Cypress Wealth Services, LLC  ·  17 quarters on record

AI Ownership Summary

Cypress Wealth Services, LLC reported INNOVATOR ETFS TR (PJUN) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.17% in 2024 Q2. The latest visible filing shows PJUN at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cypress Wealth Services, LLC's position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PJUN was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PJUN stock page Cypress Wealth Services, LLC fund profile Cypress Wealth Services, LLC full holdings
How Cypress Wealth Services, LLC held PJUN — position size vs. price
% of Fund (quarterly)    PJUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,602 +6,918 +71.4% 0.09% $718K 2026-07-13 $43.35
2026 Q1 UNCHANGED — — — 9,684 — 0% 0.06% $405K 2026-04-15 $42.86
2025 Q4 UNCHANGED — — — 9,684 — 0% 0.06% $406K 2026-01-14 $42.04
2025 Q3 UNCHANGED — — — 9,684 — 0% 0.07% $398K 2025-10-15 $41.04
2025 Q2 REDUCED 15.6% +3.4% ❌ 9,684 -1,788 -15.6% 0.07% $385K 2025-07-28 $40.26
2025 Q1 REDUCED 10.5% +7.4% ❌ 11,472 -1,350 -10.5% 0.09% $425K 2025-04-10 $35.67
2024 Q4 UNCHANGED — — — 12,822 — 0% 0.10% $481K 2025-01-15 $37.78
2024 Q3 REDUCED 40.5% +1.9% ❌ 12,822 -8,720 -40.5% 0.10% $473K 2024-10-09 $36.89
2024 Q2 ADDED — — — 21,542 +1,716 +8.7% 0.17% $767K 2024-07-12 $36.09
2024 Q1 REDUCED 14.2% +3.2% ❌ 19,826 -3,283 -14.2% 0.16% $684K 2024-04-16 $34.44
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PJUN

As of 2026 Q2 — sorted by position size

Lineweaver Wealth Advisors, LLC 3Y 1.6% YARGER WEALTH STRATEGIES, LLC 3Y 0.95% Southland Equity Partners LLC 0.67% Pinnacle Wealth Management Group, Inc. 3Y 0.64% Castle Rock Wealth Management, LLC 3Y 7Y 0.39% Brookstone Capital Management 3Y 7Y 0.37% CoreCap Advisors, LLC 3Y 0.27% ATTICUS WEALTH MANAGEMENT, LLC 3Y 0.15% Lakeridge Wealth Management LLC 0.1% Fragasso Financial Advisors Inc 3Y 7Y 0.04%

FAQ About Cypress Wealth Services, LLC and PJUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cypress Wealth Services, LLC reported owning PJUN?

Cypress Wealth Services, LLC reported PJUN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PJUN position in Cypress Wealth Services, LLC's portfolio?

The largest reported portfolio weight for PJUN was 0.17% in 2024 Q2.

What is the latest reported PJUN position on this page?

The most recent filing on this page is 2026 Q2, when Cypress Wealth Services, LLC reported 16,602 shares, equal to 0.09% of portfolio, with an estimated market value of $718K.

What does the chart on this PJUN ownership page compare?

The chart compares Cypress Wealth Services, LLC's quarterly PJUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cypress Wealth Services, LLC time their PJUN position?

Based on 13F filing dates vs. subsequent PJUN price moves, Cypress Wealth Services, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on PJUN relative to SPY over the holding period was -7.7%.

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