Cypress Financial Planning’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
7,273
-110
| -1% | -$4.16K | 0.09% | 69 |
|
|
2025
Q1 | $264K | Sell |
7,383
-134
| -2% | -$4.8K | 0.09% | 68 |
|
|
2024
Q4 | $270K | Sell |
7,517
-288
| -4% | -$10.3K | 0.1% | 67 |
|
|
2024
Q3 | $275K | Sell |
7,805
-2,206
| -22% | -$77.7K | 0.1% | 62 |
|
|
2024
Q2 | $341K | Buy |
10,011
+67
| +0.7% | +$2.29K | 0.14% | 49 |
|
|
2024
Q1 | $323K | Buy |
9,944
+2,243
| +29% | +$72.8K | 0.15% | 51 |
|
|
2023
Q4 | $241K | Sell |
7,701
-2,570
| -25% | -$80.3K | 0.22% | 35 |
|
|
2023
Q3 | $303K | Sell |
10,271
-120
| -1% | -$3.54K | 0.17% | 47 |
|
|
2023
Q2 | $310K | Buy |
10,391
+3,218
| +45% | +$96K | 0.18% | 45 |
|
|
2023
Q1 | $207K | Sell |
7,173
-58,794
| -89% | -$1.7M | 0.13% | 55 |
|
|
2022
Q4 | $1.96M | Buy |
+65,967
| New | +$1.96M | 1.31% | 15 |
|