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

Cypress Financial Planning LLC

$270 Million
Q4 2024

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 13,239 shares of POCT stock, worth $517,644. This represents 0.19% of its overall portfolio holdings.

Number of Shares

13,239

Previous 13,299 0.45%

Holding current value

$517,644

Previous $517,000 1.16%

% of portfolio

0.19%

Previous 0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

224

Shares Held

16.8M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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