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

Cypress Financial Planning LLC

  • $302 Million
  • Q2 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 6,428 shares of BJAN stock, worth $328,470. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,428
Previous 6,981 7.92%
Holding current value
$328,470
Previous $324,000 0.62%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
5.03M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJAN Quotes by TradingView
  • Ticker BJAN
  • Sector ETFs
  • Industry ETFs
More about BJAN
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email