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

Cypress Financial Planning LLC

  • $322 Million
  • Q3 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 11,329 shares of POCT stock, worth $489,299. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,329
Previous 12,044 5.94%
Holding current value
$489,299
Previous $497,000 1.81%
% of portfolio
0.15%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$41.27 - $43.1 $29,508 - $30,816
-715 Reduced 5.94%
11,329 $488,000
Q2 2025

Jul 10, 2025
BUY
$36.35 - $41.3 $5,561 - $6,318
153 Added 1.29%
12,044 $497,000
Q1 2025

Apr 09, 2025
SELL
$38.53 - $40.49 $51,938 - $54,580
-1,348 Reduced 10.18%
11,891 $460,000
Q4 2024

Jan 13, 2025
SELL
$38.63 - $40.03 $2,317 - $2,401
-60 Reduced 0.45%
13,239 $523,000
Q3 2024

Oct 07, 2024
SELL
$37.79 - $38.95 $197,944 - $204,020
-5,238 Reduced 28.26%
13,299 $517,000
Q2 2024

Jul 16, 2024
SELL
$37.05 - $38.29 $1,667 - $1,723
-45 Reduced 0.24%
18,537 $709,000
Q1 2024

Apr 12, 2024
BUY
$35.88 - $37.5 $145,457 - $152,025
4,054 Added 27.9%
18,582 $696,000
Q4 2023

Jan 09, 2024
SELL
$33.24 - $36.16 $115,110 - $125,222
-3,463 Reduced 19.25%
14,528 $524,000
Q3 2023

Oct 10, 2023
BUY
$33.33 - $34.11 $5,899 - $6,037
177 Added 0.99%
17,991 $610,000
Q2 2023

Jul 11, 2023
SELL
$31.61 - $33.47 $42,957 - $45,485
-1,359 Reduced 7.09%
17,814 $596,000
Q1 2023

Apr 07, 2023
BUY
$29.91 - $31.63 $573,464 - $606,441
19,173 New
19,173 $606,000
Q3 2022

Oct 13, 2022
BUY
$28.19 - $29.67 $24,440 - $25,723
867 Added 9.58%
9,917 $284,000
Q2 2022

Jul 20, 2022
BUY
$27.6 - $30.33 $249,780 - $274,486
9,050 New
9,050 $254,000

Others Institutions Holding POCT

# of Institutions
222
Shares Held
18.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

POCT Quotes by TradingView
  • Ticker POCT
  • Sector ETFs
  • Industry ETFs
More about POCT
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