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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$756K	Sell	21,451 -2,460	-10%	-$85.8K	0.2%	44
2026 Q2	$822K	Buy	23,911 +3,043	+15%	+$103K	0.2%	45
2026 Q1	$661K	Buy	+20,868	New	+$672K	0.18%	50

Other funds holding MRCP

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

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

Cypress Financial Planning reduced its PGIM US Large-Cap Buffer 12 ETF March (MRCP) stake by 10% in Q3 2026, selling an estimated $85.8K and leaving 21,451 shares worth $756K. The position accounts for 0.2% of the portfolio, ranked #44.

Cypress Financial Planning first reported a position in MRCP in Q1 2026 and has held it in 3 quarters since. The position peaked at $822K in Q2 2026. 2 funds tracked by Wall St. Rank hold MRCP as of Q3 2026.

Cypress Financial Planning held 21,451 shares of PGIM US Large-Cap Buffer 12 ETF March worth $756K as of Q3 2026.
Cypress Financial Planning sold 2,460 PGIM US Large-Cap Buffer 12 ETF March shares in Q3 2026, an estimated $85.8K.
PGIM US Large-Cap Buffer 12 ETF March made up 0.2% of Cypress Financial Planning's portfolio in Q3 2026, its #44 holding.
Cypress Financial Planning first reported a position in PGIM US Large-Cap Buffer 12 ETF March in Q1 2026 and has held it in 3 quarters since.
Cypress Financial Planning's PGIM US Large-Cap Buffer 12 ETF March position peaked at $822K in Q2 2026.
2 funds tracked by Wall St. Rank held PGIM US Large-Cap Buffer 12 ETF March as of Q3 2026.

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