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Cypress Financial Planning’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History

Cypress Financial Planning’s Portfolio ISEP Stock Details ISEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Sell
10,280
-513
-5% -$17.4K 0.09% 77
2026
Q1 		$354K Sell
10,793
-2,386
-18% -$79.3K 0.1% 72
2025
Q4 		$430K Sell
13,179
-220
-2% -$7.05K 0.12% 68
2025
Q3 		$427K Buy
13,399
+1,774
+15% +$55.5K 0.13% 54
2025
Q2 		$359K Sell
11,625
-980
-8% -$29.1K 0.12% 61
2025
Q1 		$363K Sell
12,605
-180
-1% -$5.13K 0.13% 54
2024
Q4 		$352K Buy
12,785
+91
+0.7% +$2.55K 0.13% 53
2024
Q3 		$368K Buy
12,694
+1,835
+17% +$51.4K 0.14% 51
2024
Q2 		$296K Sell
10,859
-81
-0.7% -$2.2K 0.12% 59
2024
Q1 		$298K Sell
10,940
-466
-4% -$12.3K 0.14% 56
2023
Q4 		$295K Buy
11,406
+217
+2% +$5.4K 0.27% 26
2023
Q3 		$273K Buy
+11,189
New +$277K 0.16% 50

Other funds holding ISEP

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return

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

Cypress Financial Planning reduced its Innovator International Developed Power Buffer ETF September (ISEP) stake by 4.8% in Q2 2026, selling an estimated $17.4K and leaving 10,280 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #77.

Cypress Financial Planning first reported a position in ISEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $430K in Q4 2025. 12 funds tracked by Wall St. Rank hold ISEP as of Q2 2026.

  • Cypress Financial Planning held 10,280 shares of Innovator International Developed Power Buffer ETF September worth $356K as of Q2 2026.
  • Cypress Financial Planning sold 513 Innovator International Developed Power Buffer ETF September shares in Q2 2026, an estimated $17.4K.
  • Innovator International Developed Power Buffer ETF September made up 0.09% of Cypress Financial Planning's portfolio in Q2 2026, its #77 holding.
  • Cypress Financial Planning first reported a position in Innovator International Developed Power Buffer ETF September in Q3 2023 and has held it in 12 quarters since.
  • Cypress Financial Planning's Innovator International Developed Power Buffer ETF September position peaked at $430K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF September as of Q2 2026.

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