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Innovator Etfs Tr shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Tr (IDEC) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $378k 12k 31.07
2025-06-30 $366k 12k 30.04
2025-03-31 $340k 12k 27.93
2024-12-31 $323k 12k 26.52

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Financial (XLF)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Morgan Stanley Com New (MS)

View all positions for Cypress Financial Planning

Top funds holding Innovator Etfs Tr

Americana Partners
Berger Financial Group
Susquehanna International
Signature
Old Mission Capital
Berson & Corrado Investment Advisors
Advisor Group Holdings
Fiduciary Financial Group
Kestra Advisory Services
Belpointe Asset Management
Cypress Financial Planning
First City Capital Management
Commonwealth Equity Services
Diligent Investors
Kfg Wealth Management

View all funds holding Innovator Etfs Tr