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 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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

SEP

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

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

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

Cypress Financial Planning reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 20% in Q2 2026, selling an estimated $150K and leaving 13,014 shares worth $599K. The position accounts for 0.15% of the portfolio, ranked #58.

Cypress Financial Planning first reported a position in PSEP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.03M in Q3 2024. 32 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Cypress Financial Planning held 13,014 shares of Innovator US Equity Power Buffer ETF September worth $599K as of Q2 2026.
Cypress Financial Planning sold 3,304 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $150K.
Innovator US Equity Power Buffer ETF September made up 0.15% of Cypress Financial Planning's portfolio in Q2 2026, its #58 holding.
Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2022 and has held it in 17 quarters since.
Cypress Financial Planning's Innovator US Equity Power Buffer ETF September position peaked at $1.03M in Q3 2024.
32 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

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