CFP
Cypress Financial Planning’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
14,126
-168
| -1% | -$6.72K | 0.18% | 42 |
|
|
2025
Q1 | $537K | Buy |
14,294
+515
| +4% | +$19.4K | 0.19% | 39 |
|
|
2024
Q4 | $529K | Buy |
13,779
+2,458
| +22% | +$94.4K | 0.19% | 39 |
|
|
2024
Q3 | $434K | Sell |
11,321
-1,290
| -10% | -$49.4K | 0.16% | 43 |
|
|
2024
Q2 | $473K | Sell |
12,611
-59
| -0.5% | -$2.21K | 0.2% | 38 |
|
|
2024
Q1 | $464K | Buy |
12,670
+6,538
| +107% | +$239K | 0.21% | 37 |
|
|
2023
Q4 | $213K | Sell |
6,132
-5,918
| -49% | -$206K | 0.19% | 41 |
|
|
2023
Q3 | $390K | Sell |
12,050
-686
| -5% | -$22.2K | 0.22% | 38 |
|
|
2023
Q2 | $424K | Sell |
12,736
-25
| -0.2% | -$833 | 0.24% | 34 |
|
|
2023
Q1 | $402K | Sell |
12,761
-1,696
| -12% | -$53.4K | 0.24% | 34 |
|
|
2022
Q4 | $430K | Buy |
14,457
+3,640
| +34% | +$108K | 0.29% | 36 |
|
|
2022
Q3 | $308K | Hold |
10,817
| – | – | 0.22% | 42 |
|
|
2022
Q2 | $311K | Buy |
+10,817
| New | +$311K | 0.21% | 42 |
|