CFP
Cypress Financial Planning’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
11,253
+281
| +3% | +$10.7K | 0.14% | 51 |
|
|
2025
Q1 | $393K | Buy |
10,972
+2,693
| +33% | +$96.5K | 0.14% | 50 |
|
|
2024
Q4 | $305K | Hold |
8,279
| – | – | 0.11% | 61 |
|
|
2024
Q3 | $298K | Sell |
8,279
-2,351
| -22% | -$84.7K | 0.11% | 59 |
|
|
2024
Q2 | $373K | Sell |
10,630
-147
| -1% | -$5.16K | 0.15% | 47 |
|
|
2024
Q1 | $368K | Buy |
10,777
+3,040
| +39% | +$104K | 0.17% | 44 |
|
|
2023
Q4 | $252K | Sell |
7,737
-2,999
| -28% | -$97.6K | 0.23% | 32 |
|
|
2023
Q3 | $327K | Sell |
10,736
-90
| -0.8% | -$2.74K | 0.19% | 43 |
|
|
2023
Q2 | $334K | Hold |
10,826
| – | – | 0.19% | 41 |
|
|
2023
Q1 | $318K | Buy |
+10,826
| New | +$318K | 0.19% | 42 |
|