Cypress Financial Planning’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,224	Closed	-$417K	–	106
2025 Q4	$417K	Sell	10,224 -899	-8%	-$36K	0.12%	70
2025 Q3	$441K	Sell	11,123 -130	-1%	-$5.05K	0.13%	53
2025 Q2	$428K	Buy	11,253 +281	+3%	+$10.2K	0.14%	52
2025 Q1	$393K	Buy	10,972 +2,693	+33%	+$98.9K	0.14%	52
2024 Q4	$305K	Hold	8,279	–	–	0.11%	61
2024 Q3	$298K	Sell	8,279 -2,351	-22%	-$83.4K	0.11%	59
2024 Q2	$373K	Sell	10,630 -147	-1%	-$5.05K	0.15%	49
2024 Q1	$368K	Buy	10,777 +3,040	+39%	+$102K	0.17%	44
2023 Q4	$252K	Sell	7,737 -2,999	-28%	-$94K	0.23%	32
2023 Q3	$327K	Sell	10,736 -90	-0.8%	-$2.78K	0.19%	44
2023 Q2	$334K	Hold	10,826	–	–	0.19%	43
2023 Q1	$318K	Buy	+10,826	New	+$312K	0.19%	42

Other funds holding PFEB

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cypress Financial Planning's PFEB Position: Q1 2026 in Review

Cypress Financial Planning sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2026, closing a stake of 10,224 shares — an estimated $417K sold.

Cypress Financial Planning first reported a position in PFEB in Q1 2023 and held it in 12 quarters. The position peaked at $441K in Q3 2025. 234 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

Cypress Financial Planning reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2026 after selling out during the quarter.
Cypress Financial Planning sold 10,224 Innovator US Equity Power Buffer ETF February shares in Q1 2026, an estimated $417K.
Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and held it in 12 quarters.
Cypress Financial Planning's Innovator US Equity Power Buffer ETF February position peaked at $441K in Q3 2025.
234 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on Cypress Financial Planning's 13F filing for Q1 2026, filed 15 Apr 2026.