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Cypress Financial Planning’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Cypress Financial Planning’s Portfolio PJUL Stock Details PJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,454
Closed -$251K – 115
2026
Q1 		$251K Sell
5,454
-5,339
-49% -$248K 0.07% 93
2025
Q4 		$503K Sell
10,793
-955
-8% -$43.8K 0.14% 61
2025
Q3 		$536K Buy
11,748
+813
+7% +$36.3K 0.16% 46
2025
Q2 		$480K Sell
10,935
-370
-3% -$15.2K 0.16% 47
2025
Q1 		$454K Sell
11,305
-968
-8% -$40K 0.16% 44
2024
Q4 		$505K Sell
12,273
-289
-2% -$11.8K 0.19% 41
2024
Q3 		$509K Buy
12,562
+1,304
+12% +$51.4K 0.19% 39
2024
Q2 		$437K Buy
11,258
+38
+0.3% +$1.45K 0.18% 41
2024
Q1 		$426K Buy
11,220
+3,268
+41% +$121K 0.19% 41
2023
Q4 		$285K Sell
7,952
-3,175
-29% -$110K 0.26% 27
2023
Q3 		$375K Buy
11,127
+1,451
+15% +$49.9K 0.21% 40
2023
Q2 		$331K Buy
9,676
+1,016
+12% +$32.9K 0.19% 45
2023
Q1 		$275K Buy
+8,660
New +$268K 0.17% 47
2022
Q4 		– Sell
-8,550
Closed -$245K – 55
2022
Q3 		$245K Buy
8,550
+806
+10% +$24.3K 0.17% 48
2022
Q2 		$228K Buy
+7,744
New +$229K 0.16% 51

Other funds holding PJUL

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Cypress Financial Planning's PJUL Position: Q2 2026 in Review

Cypress Financial Planning sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q2 2026, closing a stake of 5,454 shares — an estimated $251K sold.

Cypress Financial Planning first reported a position in PJUL in Q2 2022 and held it in 15 quarters. The position peaked at $536K in Q3 2025. 43 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Cypress Financial Planning reported no remaining Innovator US Equity Power Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 5,454 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $251K.
  • Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2022 and held it in 15 quarters.
  • Cypress Financial Planning's Innovator US Equity Power Buffer ETF July position peaked at $536K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.