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

Cypress Wealth Services, LLC

$440 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	SELL	$28.2 - $28.95 $1.07 Million - $1.1 Million	-37,950 Reduced 63.61%	21,707 $614,000
Q2 2022 Jul 27, 2022	BUY	$26.24 - $29.5 $1.57 Million - $1.76 Million	59,657 New	59,657 $1.59 Million

Others Institutions Holding UJUN

# of Institutions

52

Shares Held

2.12M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

546K
Shares

$18.1 Million
0.33% of portfolio
Trek Financial, LLC Scottsdale, AZ

320K
Shares

$10.6 Million
0.85% of portfolio
Kfg Wealth Management, LLC Granger, IN

207K
Shares

$6.86 Million
2.89% of portfolio
Berger Financial Group, Inc Plymouth, MN

153K
Shares

$5.05 Million
0.45% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

105K
Shares

$3.47 Million
0.37% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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