Cypress Financial Planning’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,216	Closed	-$286K	–	108
2025 Q4	$286K	Sell	7,216 -20	-0.3%	-$782	0.08%	93
2025 Q3	$281K	Sell	7,236 -37	-0.5%	-$1.42K	0.09%	75
2025 Q2	$275K	Sell	7,273 -110	-1%	-$3.98K	0.09%	71
2025 Q1	$264K	Sell	7,383 -134	-2%	-$4.84K	0.09%	71
2024 Q4	$270K	Sell	7,517 -288	-4%	-$10.3K	0.1%	67
2024 Q3	$275K	Sell	7,805 -2,206	-22%	-$76.1K	0.1%	62
2024 Q2	$341K	Buy	10,011 +67	+0.7%	+$2.23K	0.14%	51
2024 Q1	$323K	Buy	9,944 +2,243	+29%	+$71.8K	0.15%	51
2023 Q4	$241K	Sell	7,701 -2,570	-25%	-$77.8K	0.22%	35
2023 Q3	$303K	Sell	10,271 -120	-1%	-$3.59K	0.17%	48
2023 Q2	$310K	Buy	10,391 +3,218	+45%	+$93.1K	0.18%	47
2023 Q1	$207K	Sell	7,173 -58,794	-89%	-$1.68M	0.13%	55
2022 Q4	$1.96M	Buy	+65,967	New	+$1.85M	1.31%	15

Other funds holding PMAY

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SEP

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cypress Financial Planning's PMAY Position: Q1 2026 in Review

Cypress Financial Planning sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q1 2026, closing a stake of 7,216 shares — an estimated $286K sold.

Cypress Financial Planning first reported a position in PMAY in Q4 2022 and held it in 13 quarters. The position peaked at $1.96M in Q4 2022. 178 funds tracked by Wall St. Rank hold PMAY as of Q1 2026.

Cypress Financial Planning reported no remaining Innovator US Equity Power Buffer ETF May position as of Q1 2026 after selling out during the quarter.
Cypress Financial Planning sold 7,216 Innovator US Equity Power Buffer ETF May shares in Q1 2026, an estimated $286K.
Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2022 and held it in 13 quarters.
Cypress Financial Planning's Innovator US Equity Power Buffer ETF May position peaked at $1.96M in Q4 2022.
178 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q1 2026.

Based on Cypress Financial Planning's 13F filing for Q1 2026, filed 15 Apr 2026.