Cypress Financial Planning’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Cypress Financial Planning’s Portfolio BJAN Stock Details BJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Buy	+3,510	New	+$202K	0.05%	106
2026 Q1	–	Sell	-3,709	Closed	-$204K	–	103
2025 Q4	$204K	Sell	3,709 -2,607	-41%	-$140K	0.06%	105
2025 Q3	$335K	Sell	6,316 -112	-2%	-$5.78K	0.1%	66
2025 Q2	$323K	Sell	6,428 -553	-8%	-$26.2K	0.11%	66
2025 Q1	$326K	Sell	6,981 -1,092	-14%	-$52.5K	0.12%	63
2024 Q4	$387K	Hold	8,073	–	–	0.14%	48
2024 Q3	$376K	Buy	8,073 +2,082	+35%	+$94.9K	0.14%	50
2024 Q2	$270K	Sell	5,991 -236	-4%	-$10.3K	0.11%	63
2024 Q1	$271K	Hold	6,227	–	–	0.12%	58
2023 Q4	$251K	Hold	6,227	–	–	0.23%	33
2023 Q3	$229K	Hold	6,227	–	–	0.13%	56
2023 Q2	$235K	Hold	6,227	–	–	0.13%	55
2023 Q1	$220K	Buy	+6,227	New	+$214K	0.13%	54

Other funds holding BJAN

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return