Cypress Financial Planning’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,112	Closed	-$212K	–	86
2025 Q1	$212K	Sell	5,112 -1,404	-22%	-$59.5K	0.08%	78
2024 Q4	$275K	Sell	6,516 -1,246	-16%	-$52.1K	0.1%	65
2024 Q3	$321K	Sell	7,762 -306	-4%	-$12.4K	0.12%	56
2024 Q2	$325K	Sell	8,068 -52	-0.6%	-$2.05K	0.13%	56
2024 Q1	$318K	Buy	8,120 +2,108	+35%	+$80.5K	0.15%	53
2023 Q4	$222K	Sell	6,012 -1,071	-15%	-$38.4K	0.2%	39
2023 Q3	$246K	Hold	7,083	–	–	0.14%	54
2023 Q2	$249K	Sell	7,083 -21	-0.3%	-$712	0.14%	53
2023 Q1	$237K	Buy	+7,104	New	+$231K	0.14%	50
2022 Q4	–	Sell	-7,222	Closed	-$213K	–	54
2022 Q3	$213K	Buy	7,222 +183	+3%	+$5.67K	0.15%	49
2022 Q2	$211K	Buy	+7,039	New	+$219K	0.14%	53

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BCM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

Cypress Financial Planning's PJAN Position: Q2 2025 in Review

Cypress Financial Planning sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2025, closing a stake of 5,112 shares — an estimated $212K sold.

Cypress Financial Planning first reported a position in PJAN in Q2 2022 and held it in 11 quarters. The position peaked at $325K in Q2 2024. 246 funds tracked by Wall St. Rank hold PJAN as of Q2 2025.

Cypress Financial Planning reported no remaining Innovator US Equity Power Buffer ETF January position as of Q2 2025 after selling out during the quarter.
Cypress Financial Planning sold 5,112 Innovator US Equity Power Buffer ETF January shares in Q2 2025, an estimated $212K.
Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2022 and held it in 11 quarters.
Cypress Financial Planning's Innovator US Equity Power Buffer ETF January position peaked at $325K in Q2 2024.
246 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2025.

Based on Cypress Financial Planning's 13F filing for Q2 2025, filed 11 Jul 2025.