Cypress Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History

Cypress Financial Planning LLC

$276 Million
Q1 2025

A detailed history of Cypress Financial Planning LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cypress Financial Planning LLC holds 11,305 shares of PJUL stock, worth $444,512. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,305

Previous 12,273 7.89%

Holding current value

$444,512

Previous $505,000 10.3%

% of portfolio

0.16%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$39.81 - $42.17 $38,536 - $40,820	-968 Reduced 7.89%	11,305 $453,000
Q4 2024 Jan 13, 2025	SELL	$40.12 - $41.68 $11,594 - $12,045	-289 Reduced 2.3%	12,273 $505,000
Q3 2024 Oct 07, 2024	BUY	$37.89 - $40.48 $49,408 - $52,785	1,304 Added 11.58%	12,562 $508,000
Q2 2024 Jul 16, 2024	BUY	$37.29 - $38.87 $1,417 - $1,477	38 Added 0.34%	11,258 $437,000
Q1 2024 Apr 12, 2024	BUY	$35.81 - $37.98 $117,027 - $124,118	3,268 Added 41.1%	11,220 $426,000
Q4 2023 Jan 09, 2024	SELL	$32.94 - $36.21 $104,584 - $114,966	-3,175 Reduced 28.53%	7,952 $287,000
Q3 2023 Oct 10, 2023	BUY	$33.63 - $34.86 $48,797 - $50,581	1,451 Added 15.0%	11,127 $374,000
Q2 2023 Jul 11, 2023	BUY	$31.38 - $34.22 $31,882 - $34,767	1,016 Added 11.73%	9,676 $331,000
Q1 2023 Apr 07, 2023	BUY	$29.97 - $31.76 $259,540 - $275,041	8,660 New	8,660 $274,000
Q3 2022 Oct 13, 2022	BUY	$28.61 - $31.19 $23,059 - $25,139	806 Added 10.41%	8,550 $245,000
Q2 2022 Jul 20, 2022	BUY	$28.77 - $30.8 $222,794 - $238,515	7,744 New	7,744 $228,000

Others Institutions Holding PJUL

# of Institutions

263

Shares Held

18.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Cypress Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History