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Cypress Financial Planning’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Cypress Financial Planning’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483K Buy
13,416
+4,445
+50% +$156K 0.12% 68
2026
Q1 		$303K Sell
8,971
-241
-3% -$8.22K 0.08% 78
2025
Q4 		$309K Sell
9,212
-2,077
-18% -$68.4K 0.09% 86
2025
Q3 		$369K Sell
11,289
-35
-0.3% -$1.13K 0.11% 61
2025
Q2 		$362K Sell
11,324
-157
-1% -$4.76K 0.12% 59
2025
Q1 		$334K Sell
11,481
-692
-6% -$20K 0.12% 62
2024
Q4 		$337K Sell
12,173
-3,024
-20% -$85.8K 0.12% 56
2024
Q3 		$447K Buy
15,197
+7,726
+103% +$221K 0.17% 41
2024
Q2 		$210K Buy
+7,471
New +$210K 0.09% 70

Other funds holding IJUL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

Cypress Financial Planning increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 50% in Q2 2026, buying an estimated $156K and bringing the position to 13,416 shares worth $483K. The position accounts for 0.12% of the portfolio, ranked #68.

Cypress Financial Planning first reported a position in IJUL in Q2 2024 and has held it in 9 quarters since. 13 funds tracked by Wall St. Rank hold IJUL as of Q2 2026.

  • Cypress Financial Planning held 13,416 shares of Innovator International Developed Power Buffer ETF July worth $483K as of Q2 2026.
  • Cypress Financial Planning bought 4,445 Innovator International Developed Power Buffer ETF July shares in Q2 2026, an estimated $156K.
  • Innovator International Developed Power Buffer ETF July made up 0.12% of Cypress Financial Planning's portfolio in Q2 2026, its #68 holding.
  • Cypress Financial Planning first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2024 and has held it in 9 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2026.

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