Cypress Wealth Services, LLC Innovator U.S. Equity Power Bu Transaction History

Cypress Wealth Services, LLC

$468 Million
Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 11,472 shares of PJUN stock, worth $446,949. This represents 0.09% of its overall portfolio holdings.

Number of Shares

11,472

Previous 12,822 10.53%

Holding current value

$446,949

Previous $481,000 12.27%

% of portfolio

0.09%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$36.56 - $38.35 $49,356 - $51,772	-1,350 Reduced 10.53%	11,472 $422,000
Q3 2024 Oct 08, 2024	SELL	$34.72 - $36.88 $302,758 - $321,593	-8,720 Reduced 40.48%	12,822 $472,000
Q2 2024 Jul 12, 2024	BUY	$34.41 - $35.64 $59,047 - $61,158	1,716 Added 8.66%	21,542 $767,000
Q1 2024 Apr 15, 2024	SELL	$33.16 - $34.52 $108,864 - $113,329	-3,283 Reduced 14.21%	19,826 $684,000
Q3 2022 Oct 14, 2022	BUY	$28.37 - $31.17 $69,988 - $76,896	2,467 Added 11.95%	23,109 $661,000
Q2 2022 Jul 27, 2022	BUY	$28.46 - $32.32 $587,471 - $667,149	20,642 New	20,642 $600,000

Others Institutions Holding PJUN

# of Institutions

169

Shares Held

12M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUN
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Cypress Wealth Services, LLC Innovator U.S. Equity Power Bu Transaction History