Cypress Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History

Cypress Financial Planning LLC

$343 Million
Q4 2025

A detailed history of Cypress Financial Planning LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Cypress Financial Planning LLC holds 3,709 shares of BJAN stock, worth $198,246. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,709

Previous 6,316 41.28%

Holding current value

$198,246

Previous $335,000 40.9%

% of portfolio

0.06%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$52.36 - $53.83 $136,502 - $140,334	-2,607 Reduced 41.28%	3,709 $198,000
Q3 2025 Oct 09, 2025	SELL	$50.19 - $53.05 $5,621 - $5,941	-112 Reduced 1.74%	6,316 $335,000
Q2 2025 Jul 10, 2025	SELL	$42.58 - $50.22 $23,546 - $27,771	-553 Reduced 7.92%	6,428 $322,000
Q1 2025 Apr 09, 2025	SELL	$46.03 - $49.45 $50,264 - $53,999	-1,092 Reduced 13.53%	6,981 $324,000
Q3 2024 Oct 07, 2024	BUY	$43.63 - $46.56 $90,837 - $96,937	2,082 Added 34.75%	8,073 $375,000

Q2 2024 Jul 16, 2024	SELL	$42.21 - $45.13 $9,961 - $10,650	-236 Reduced 3.79%	5,991 $270,000
Q1 2023 Apr 07, 2023	BUY	$32.89 - $35.44 $204,806 - $220,684	6,227 New	6,227 $218,000

Others Institutions Holding BJAN

# of Institutions

122

Shares Held

3.99M

Call Options Held

Put Options Held

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Cypress Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History