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

Cypress Financial Planning LLC

$302 Million
Q2 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 14,307 shares of PAUG stock, worth $592,739. This represents 0.19% of its overall portfolio holdings.

Number of Shares

14,307

Previous 16,999 15.84%

Holding current value

$592,739

Previous $640,000 9.69%

% of portfolio

0.19%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$35.3 - $40.46 $95,027 - $108,918	-2,692 Reduced 15.84%	14,307 $578,000
Q1 2025 Apr 09, 2025	SELL	$37.4 - $39.42 $107,487 - $113,293	-2,874 Reduced 14.46%	16,999 $640,000
Q4 2024 Jan 13, 2025	SELL	$37.61 - $38.92 $10,756 - $11,131	-286 Reduced 1.42%	19,873 $765,000
Q3 2024 Oct 07, 2024	BUY	$35.57 - $37.86 $234,086 - $249,156	6,581 Added 48.47%	20,159 $763,000
Q2 2024 Jul 16, 2024	SELL	$34.4 - $36.54 $2,064 - $2,192	-60 Reduced 0.44%	13,578 $495,000
Q1 2024 Apr 12, 2024	BUY	$32.98 - $35.38 $139,010 - $149,126	4,215 Added 44.73%	13,638 $482,000
Q4 2023 Jan 09, 2024	SELL	$30.36 - $33.42 $129,940 - $143,037	-4,280 Reduced 31.23%	9,423 $314,000
Q3 2023 Oct 10, 2023	BUY	$30.83 - $32.2 $422,463 - $441,236	13,703 New	13,703 $425,000

Others Institutions Holding PAUG

# of Institutions

204

Shares Held

15.5M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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