Cypress Financial Planning’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Sell	5,633 -64	-1%	-$2.88K	0.06%	95
2026 Q1	$242K	Sell	5,697 -1,140	-17%	-$49.4K	0.07%	96
2025 Q4	$298K	Sell	6,837 -6,678	-49%	-$285K	0.08%	88
2025 Q3	$568K	Sell	13,515 -611	-4%	-$25K	0.17%	44
2025 Q2	$565K	Sell	14,126 -168	-1%	-$6.41K	0.18%	43
2025 Q1	$537K	Buy	14,294 +515	+4%	+$19.9K	0.19%	41
2024 Q4	$529K	Buy	13,779 +2,458	+22%	+$95K	0.19%	39
2024 Q3	$434K	Sell	11,321 -1,290	-10%	-$48.8K	0.16%	43
2024 Q2	$473K	Sell	12,611 -59	-0.5%	-$2.17K	0.2%	40
2024 Q1	$464K	Buy	12,670 +6,538	+107%	+$234K	0.21%	37
2023 Q4	$213K	Sell	6,132 -5,918	-49%	-$198K	0.19%	41
2023 Q3	$390K	Sell	12,050 -686	-5%	-$22.9K	0.22%	39
2023 Q2	$424K	Sell	12,736 -25	-0.2%	-$798	0.24%	35
2023 Q1	$402K	Sell	12,761 -1,696	-12%	-$52.2K	0.24%	34
2022 Q4	$430K	Buy	14,457 +3,640	+34%	+$109K	0.29%	36
2022 Q3	$308K	Hold	10,817	–	–	0.22%	42
2022 Q2	$311K	Buy	+10,817	New	+$322K	0.21%	42

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

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

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

Cypress Financial Planning reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1.1% in Q2 2026, selling an estimated $2.88K and leaving 5,633 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #95.

Cypress Financial Planning first reported a position in PDEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $568K in Q3 2025. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Cypress Financial Planning held 5,633 shares of Innovator US Equity Power Buffer ETF December worth $258K as of Q2 2026.
Cypress Financial Planning sold 64 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $2.88K.
Innovator US Equity Power Buffer ETF December made up 0.06% of Cypress Financial Planning's portfolio in Q2 2026, its #95 holding.
Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2022 and has held it in 17 quarters since.
Cypress Financial Planning's Innovator US Equity Power Buffer ETF December position peaked at $568K in Q3 2025.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

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