Cypress Wealth Services, LLC ETFs

Cypress Wealth Services, LLC

$517 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ESGE Ishares, Inc. Ishares Esg Awar	$0	$285,000 0.06% of portfolio	7,300	Q2 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$274,000 0.05% of portfolio	485	Q1 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$273,000 0.05% of portfolio	1,203	Q2 2025 Added 12.22%
PAUG Innovator U.S. Equity Power Bu	$0	$269,000 0.05% of portfolio	6,663	Q3 2023 Reduced 2.35%
SCHB Schwab Strategic Tr Us Broad M	$0	$266,000 0.05% of portfolio	11,175	Q2 2025 New
PAPR Innovator U.S. Equity Power Bu	$0	$265,000 0.05% of portfolio	7,112	Q2 2025 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$259,000 0.05% of portfolio	3,342	Q2 2025 Added 1.18%
SDY Spdr Series Tr Spdr S&P Divide	$0	$251,000 0.05% of portfolio	1,856	Q2 2025 Added 0.22%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$250,000 0.05% of portfolio	3,320	Q4 2024 New
ICVT Ishares Tr Convertible Bond Et	$0	$244,000 0.05% of portfolio	2,716	Q2 2025 Reduced 22.93%
IJH Ishares Core S&P Mid Cap ETF	$0	$242,000 0.05% of portfolio	3,906	Q2 2025 Added 1.06%
SCHF Schwab Strategic Tr Intl Eqty	$0	$240,000 0.05% of portfolio	10,888	Q2 2025 New
HEFA Ishares Currency Hedged Msci E	$0	$233,000 0.05% of portfolio	6,145	Q2 2025 Reduced 90.9%
FXL First Tr Exchange Traded Fd Fi	$0	$229,000 0.04% of portfolio	1,456	Q2 2025 New
XLU Utilities Sector Spdr	$0	$223,000 0.04% of portfolio	2,732	Q2 2025 Added 0.07%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$223,000 0.04% of portfolio	9,399	Q1 2025 Reduced 11.56%
IWP Ishares Russell Mid Cap Growth	$0	$216,000 0.04% of portfolio	1,558	Q2 2025 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$215,000 0.04% of portfolio	2,708	Q2 2025 Reduced 11.15%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$215,000 0.04% of portfolio	8,867	Q4 2024 Reduced 21.62%
FTCS First Trust Capital Strength E	$0	$215,000 0.04% of portfolio	2,366	Q3 2024 Reduced 14.18%
IJR Ishares Core S&P Sm Cap ETF	$0	$215,000 0.04% of portfolio	1,968	Q2 2025 Reduced 42.69%
FCAL First Tr Iii Calif Mun High In	$0	$207,000 0.04% of portfolio	4,319	Q2 2025 Added 0.84%
SCHX Schwab Strategic Tr Us Large C	$0	$204,000 0.04% of portfolio	8,369	Q2 2025 New
BJUN Innovator U.S. Equity Buffer E	$0	$200,000 0.04% of portfolio	5,125	Q2 2024 New
VHT Vanguard Health Care ETF	$0	$200,000 0.04% of portfolio	809	Q2 2025 Reduced 3.46%
AZBA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	14,336	Q2 2025 New

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