Cypress Financial Planning
PSEP icon

Cypress Financial Planning’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Cypress Financial Planning’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$471K Sell
10,047
-2,967
-23% -$138K 0.13% 64
2026
Q2 		$599K Sell
13,014
-3,304
-20% -$150K 0.15% 58
2026
Q1 		$703K Sell
16,318
-5,613
-26% -$246K 0.19% 46
2025
Q4 		$961K Sell
21,931
-898
-4% -$38.8K 0.27% 36
2025
Q3 		$981K Sell
22,829
-476
-2% -$20K 0.3% 29
2025
Q2 		$953K Sell
23,305
-62
-0.3% -$2.42K 0.31% 29
2025
Q1 		$898K Sell
23,367
-2,504
-10% -$98.3K 0.32% 30
2024
Q4 		$1.01M Sell
25,871
-848
-3% -$33K 0.37% 25
2024
Q3 		$1.03M Buy
26,719
+12,827
+92% +$485K 0.38% 24
2024
Q2 		$521K Buy
13,892
+439
+3% +$16.1K 0.22% 36
2024
Q1 		$491K Buy
13,453
+84
+0.6% +$2.99K 0.22% 35
2023
Q4 		$460K Sell
13,369
-343
-3% -$11.4K 0.42% 21
2023
Q3 		$444K Sell
13,712
-1,160
-8% -$38.2K 0.25% 31
2023
Q2 		$487K Sell
14,872
-500
-3% -$15.6K 0.28% 33
2023
Q1 		$473K Sell
15,372
-805
-5% -$24.2K 0.29% 32
2022
Q4 		$472K Sell
16,177
-1,114
-6% -$32.4K 0.32% 32
2022
Q3 		$481K Buy
17,291
+2,905
+20% +$84.3K 0.34% 28
2022
Q2 		$404K Buy
+14,386
New +$414K 0.28% 37

Other funds holding PSEP

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Personal CFO Solutions
Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Cypress Financial Planning's PSEP Position: Q3 2026 in Review

Cypress Financial Planning reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 23% in Q3 2026, selling an estimated $138K and leaving 10,047 shares worth $471K. The position accounts for 0.13% of the portfolio, ranked #64.

Cypress Financial Planning first reported a position in PSEP in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.03M in Q3 2024. 177 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

  • Cypress Financial Planning held 10,047 shares of Innovator US Equity Power Buffer ETF September worth $471K as of Q3 2026.
  • Cypress Financial Planning sold 2,967 Innovator US Equity Power Buffer ETF September shares in Q3 2026, an estimated $138K.
  • Innovator US Equity Power Buffer ETF September made up 0.13% of Cypress Financial Planning's portfolio in Q3 2026, its #64 holding.
  • Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2022 and has held it in 18 quarters since.
  • Cypress Financial Planning's Innovator US Equity Power Buffer ETF September position peaked at $1.03M in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.