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	0.14%	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

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

Commonwealth Equity Services

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

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

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Raymond James Financial

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return