Cypress Financial Planning’s PGIM US Large-Cap Buffer 12 ETF January JANP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$493K	Buy	14,195 +1,489	+12%	+$50.7K	0.12%	65
2026 Q1	$405K	Buy	+12,706	New	+$415K	0.11%	68

Other funds holding JANP

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Cypress Financial Planning increased its PGIM US Large-Cap Buffer 12 ETF January (JANP) stake by 12% in Q2 2026, buying an estimated $50.7K and bringing the position to 14,195 shares worth $493K. The position accounts for 0.12% of the portfolio, ranked #65.

Cypress Financial Planning first reported a position in JANP in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold JANP as of Q2 2026.

Cypress Financial Planning held 14,195 shares of PGIM US Large-Cap Buffer 12 ETF January worth $493K as of Q2 2026.
Cypress Financial Planning bought 1,489 PGIM US Large-Cap Buffer 12 ETF January shares in Q2 2026, an estimated $50.7K.
PGIM US Large-Cap Buffer 12 ETF January made up 0.12% of Cypress Financial Planning's portfolio in Q2 2026, its #65 holding.
Cypress Financial Planning first reported a position in PGIM US Large-Cap Buffer 12 ETF January in Q1 2026 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF January as of Q2 2026.

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