Cypress Financial Planning’s Innovator International Developed Power Buffer ETF December IDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$485K	Sell	14,121 -49	-0.3%	-$1.66K	0.12%	66
2026 Q1	$461K	Sell	14,170 -49	-0.3%	-$1.62K	0.13%	64
2025 Q4	$460K	Buy	14,219 +2,048	+17%	+$64.8K	0.13%	66
2025 Q3	$378K	Hold	12,171	–	–	0.12%	59
2025 Q2	$366K	Hold	12,171	–	–	0.12%	58
2025 Q1	$340K	Hold	12,171	–	–	0.12%	60
2024 Q4	$323K	Buy	+12,171	New	+$331K	0.12%	59

Other funds holding IDEC

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

FCCM

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cypress Financial Planning's IDEC Position: Q2 2026 in Review

Cypress Financial Planning reduced its Innovator International Developed Power Buffer ETF December (IDEC) stake by 0.35% in Q2 2026, selling an estimated $1.66K and leaving 14,121 shares worth $485K. The position accounts for 0.12% of the portfolio, ranked #66.

Cypress Financial Planning first reported a position in IDEC in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold IDEC as of Q2 2026.

Cypress Financial Planning held 14,121 shares of Innovator International Developed Power Buffer ETF December worth $485K as of Q2 2026.
Cypress Financial Planning sold 49 Innovator International Developed Power Buffer ETF December shares in Q2 2026, an estimated $1.66K.
Innovator International Developed Power Buffer ETF December made up 0.12% of Cypress Financial Planning's portfolio in Q2 2026, its #66 holding.
Cypress Financial Planning first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
7 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.