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 22,829 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

22,829

Previous 23,305 2.04%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	N/A	-476 Reduced 2.04%	22,829 $0
Q2 2025 Jul 10, 2025	SELL	N/A	-62 Reduced 0.27%	23,305 $0
Q1 2025 Apr 09, 2025	SELL	N/A	-2,504 Reduced 9.68%	23,367 $0
Q4 2024 Jan 13, 2025	SELL	N/A	-848 Reduced 3.17%	25,871 $0
Q3 2024 Oct 07, 2024	BUY	N/A	12,827 Added 92.33%	26,719 $0

Q2 2024 Jul 16, 2024	BUY	N/A	439 Added 3.26%	13,892 $0
Q1 2024 Apr 12, 2024	BUY	N/A	84 Added 0.63%	13,453 $0
Q4 2023 Jan 09, 2024	SELL	N/A	-343 Reduced 2.5%	13,369 $0
Q3 2023 Oct 10, 2023	SELL	N/A	-1,160 Reduced 7.8%	13,712 $0
Q2 2023 Jul 11, 2023	SELL	N/A	-500 Reduced 3.25%	14,872 $0
Q1 2023 Apr 07, 2023	SELL	N/A	-805 Reduced 4.98%	15,372 $0
Q4 2022 Jan 30, 2023	SELL	N/A	-1,114 Reduced 6.44%	16,177 $0
Q3 2022 Oct 13, 2022	BUY	N/A	2,905 Added 20.19%	17,291 $481,000
Q2 2022 Jul 20, 2022	BUY	N/A	14,386 New	14,386 $404,000

Others Institutions Holding PSEP

# of Institutions

234

Shares Held

19.8M

Call Options Held

Put Options Held

View Full List

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Ticker PSEP

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