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

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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. 47 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.
47 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.