Cypress Financial Planning
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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
Q3 		$487K Sell
14,094
-27
-0.2% -$942 0.13% 62
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

Corrado Advisors
Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Cypress Financial Planning's IDEC Position: Q3 2026 in Review

Cypress Financial Planning reduced its Innovator International Developed Power Buffer ETF December (IDEC) stake by 0.19% in Q3 2026, selling an estimated $942 and leaving 14,094 shares worth $487K. The position accounts for 0.13% of the portfolio, ranked #62.

Cypress Financial Planning first reported a position in IDEC in Q4 2024 and has held it in 8 quarters since. 28 funds tracked by Wall St. Rank hold IDEC as of Q3 2026.

  • Cypress Financial Planning held 14,094 shares of Innovator International Developed Power Buffer ETF December worth $487K as of Q3 2026.
  • Cypress Financial Planning sold 27 Innovator International Developed Power Buffer ETF December shares in Q3 2026, an estimated $942.
  • Innovator International Developed Power Buffer ETF December made up 0.13% of Cypress Financial Planning's portfolio in Q3 2026, its #62 holding.
  • Cypress Financial Planning first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2024 and has held it in 8 quarters since.
  • 28 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.