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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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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. 261 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.
  • 261 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.