Cypress Wealth Services, LLC ETFs

Cypress Wealth Services, LLC

$555 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AVUS American Centy ETF Tr Avantis	$0	$320,000 0.06% of portfolio	2,944	Q3 2025 New
IWM Ishares Russell 2000 ETF	$0	$313,000 0.06% of portfolio	1,294	Q3 2025 Reduced 74.86%
QQQM Invesco Exchange Traded Fd Tr	$0	$307,000 0.06% of portfolio	1,244	Q3 2025 Added 3.41%
AVDE American Centy ETF Tr Avantis	$0	$306,000 0.06% of portfolio	3,881	Q3 2025 New
FEZ Spdr Euro Stoxx 50 ETF	$0	$303,000 0.05% of portfolio	4,888	Q2 2025 Added 0.02%
IWP Ishares Russell Mid Cap Growth	$0	$301,000 0.05% of portfolio	2,116	Q3 2025 Added 35.82%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$289,000 0.05% of portfolio	485	Q1 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$288,000 0.05% of portfolio	11,213	Q3 2025 Added 0.34%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$285,000 0.05% of portfolio	6,093	Q3 2025 Added 1.65%
TLT Ishares Barclays 20+ Year Trea	$0	$282,000 0.05% of portfolio	3,162	Q3 2025 Reduced 7.89%
IJR Ishares Core S&P Sm Cap ETF	$0	$280,000 0.05% of portfolio	2,363	Q3 2025 Added 20.07%
PAPR Innovator U.S. Equity Power Bu	$0	$272,000 0.05% of portfolio	7,112	Q2 2025 New
ICVT Ishares Tr Convertible Bond Et	$0	$270,000 0.05% of portfolio	2,705	Q3 2025 Reduced 0.41%
VGK Vanguard Ftse Europe ETF Ftse	$0	$267,000 0.05% of portfolio	3,349	Q3 2025 Added 0.21%
SDY Spdr Series Tr Spdr S&P Divide	$0	$260,000 0.05% of portfolio	1,860	Q3 2025 Added 0.22%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$252,000 0.05% of portfolio	3,320	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$252,000 0.05% of portfolio	3,865	Q3 2025 Reduced 1.05%
FXL First Tr Exchange Traded Fd Fi	$0	$244,000 0.04% of portfolio	1,456	Q2 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$239,000 0.04% of portfolio	10,271	Q3 2025 Reduced 5.67%
IJUL Innovator Etfs Tr	$0	$239,000 0.04% of portfolio	7,328	Q3 2025 Reduced 84.17%
XLU Utilities Sector Spdr	$0	$238,000 0.04% of portfolio	2,732	Q2 2025 Added 0.07%
PPA Invesco Exchange Traded Fd Tr	$0	$232,000 0.04% of portfolio	1,495	Q3 2025 New
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$223,000 0.04% of portfolio	9,399	Q1 2025 Reduced 11.56%
FTCS First Trust Capital Strength E	$0	$222,000 0.04% of portfolio	2,371	Q3 2025 Added 0.21%
SCHX Schwab Strategic Tr Us Large C	$0	$220,000 0.04% of portfolio	8,374	Q3 2025 Added 0.06%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$219,000 0.04% of portfolio	3,822	Q3 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$216,000 0.04% of portfolio	6,788	Q3 2025 New
AVDV American Centy ETF Tr Avantis	$0	$216,000 0.04% of portfolio	2,430	Q3 2025 New
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$215,000 0.04% of portfolio	8,867	Q4 2024 Reduced 21.62%
FCAL First Tr Iii Calif Mun High In	$0	$212,000 0.04% of portfolio	4,355	Q3 2025 Added 0.83%
DFAT Dimensional ETF Tr U S Target	$0	$211,000 0.04% of portfolio	3,635	Q3 2025 New
PFEB Innovator U.S. Equity Power Bu	$0	$208,000 0.04% of portfolio	5,244	Q3 2025 New
DBEU Xtrackers Msci Europe Hedged E	$0	$206,000 0.04% of portfolio	4,487	Q3 2025 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$200,000 0.04% of portfolio	2,408	Q3 2025 Reduced 11.08%
BJUN Innovator U.S. Equity Buffer E	$0	$200,000 0.04% of portfolio	5,125	Q2 2024 New
AZBA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	14,336	Q2 2025 New

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