Cypress Financial Planning’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
10,935
-370
| -3% | -$16.2K | 0.16% | 46 |
|
|
2025
Q1 | $454K | Sell |
11,305
-968
| -8% | -$38.9K | 0.16% | 42 |
|
|
2024
Q4 | $505K | Sell |
12,273
-289
| -2% | -$11.9K | 0.19% | 41 |
|
|
2024
Q3 | $509K | Buy |
12,562
+1,304
| +12% | +$52.8K | 0.19% | 39 |
|
|
2024
Q2 | $437K | Buy |
11,258
+38
| +0.3% | +$1.48K | 0.18% | 39 |
|
|
2024
Q1 | $426K | Buy |
11,220
+3,268
| +41% | +$124K | 0.19% | 41 |
|
|
2023
Q4 | $285K | Sell |
7,952
-3,175
| -29% | -$114K | 0.26% | 27 |
|
|
2023
Q3 | $375K | Buy |
11,127
+1,451
| +15% | +$48.9K | 0.21% | 39 |
|
|
2023
Q2 | $331K | Buy |
9,676
+1,016
| +12% | +$34.8K | 0.19% | 43 |
|
|
2023
Q1 | $275K | Buy |
+8,660
| New | +$275K | 0.17% | 47 |
|
|
2022
Q4 | – | Sell |
-8,550
| Closed | -$245K | – | 53 |
|
|
2022
Q3 | $245K | Buy |
8,550
+806
| +10% | +$23.1K | 0.17% | 48 |
|
|
2022
Q2 | $228K | Buy |
+7,744
| New | +$228K | 0.16% | 51 |
|