Cypress Financial Planning
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
Q3 		$257K Sell
5,455
-178
-3% -$8.3K 0.07% 87
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

MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

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

Cypress Financial Planning reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 3.2% in Q3 2026, selling an estimated $8.3K and leaving 5,455 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #87.

Cypress Financial Planning first reported a position in PDEC in Q2 2022 and has held it in 18 quarters since. The position peaked at $568K in Q3 2025. 66 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • Cypress Financial Planning held 5,455 shares of Innovator US Equity Power Buffer ETF December worth $257K as of Q3 2026.
  • Cypress Financial Planning sold 178 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $8.3K.
  • Innovator US Equity Power Buffer ETF December made up 0.07% of Cypress Financial Planning's portfolio in Q3 2026, its #87 holding.
  • Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2022 and has held it in 18 quarters since.
  • Cypress Financial Planning's Innovator US Equity Power Buffer ETF December position peaked at $568K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

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