CFP
PDEC icon

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 0.19% 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 0.23% 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

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return