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

Cypress Financial Planning LLC

$343 Million
Q4 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 4,665 shares of PMAR stock, worth $206,146. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,665

Previous 5,361 12.98%

Holding current value

$206,146

Previous $235,000 12.34%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$43.59 - $44.34 $30,338 - $30,860	-696 Reduced 12.98%	4,665 $206,000
Q2 2025 Jul 10, 2025	SELL	$37.18 - $42.23 $70,084 - $79,603	-1,885 Reduced 26.01%	5,361 $226,000
Q1 2025 Apr 09, 2025	BUY	$39.51 - $41.0 $37,653 - $39,073	953 Added 15.14%	7,246 $288,000
Q4 2024 Jan 13, 2025	SELL	$39.04 - $40.41 $11,477 - $11,880	-294 Reduced 4.46%	6,293 $252,000
Q3 2024 Oct 07, 2024	BUY	$36.89 - $39.25 $11,067 - $11,775	300 Added 4.77%	6,587 $258,000

Q2 2024 Jul 16, 2024	SELL	$35.78 - $37.99 $4,436 - $4,710	-124 Reduced 1.93%	6,287 $238,000
Q1 2024 Apr 12, 2024	BUY	$35.51 - $36.81 $227,654 - $235,988	6,411 New	6,411 $235,000

Others Institutions Holding PMAR

# of Institutions

204

Shares Held

11.5M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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