CYPRESS FINANCIAL PLANNING LLC PFEB — INNOVATOR ETFS TR

Ownership history in CYPRESS FINANCIAL PLANNING LLC  ·  12 quarters on record

AI Ownership Summary

CYPRESS FINANCIAL PLANNING LLC reported INNOVATOR ETFS TR (PFEB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.23% in 2023 Q4. The latest visible filing shows PFEB at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CYPRESS FINANCIAL PLANNING LLC's position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PFEB was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PFEB stock page CYPRESS FINANCIAL PLANNING LLC fund profile CYPRESS FINANCIAL PLANNING LLC full holdings
How CYPRESS FINANCIAL PLANNING LLC held PFEB — position size vs. price
% of Fund (quarterly)    PFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.1% -1.5% ✅ 10,224 -899 -8.1% 0.12% $417K 2026-01-14 $41.00
2025 Q3 REDUCED — — — 11,123 -130 -1.2% 0.13% $441K 2025-10-09 $39.77
2025 Q2 ADDED — — — 11,253 +281 +2.6% 0.14% $428K 2025-07-11 $38.22
2025 Q1 ADDED — — — 10,972 +2,693 +32.5% 0.14% $393K 2025-04-09 $35.21
2024 Q4 UNCHANGED — — — 8,279 — 0% 0.11% $305K 2025-01-14 $36.90
2024 Q3 REDUCED 22.1% +2.1% ❌ 8,279 -2,351 -22.1% 0.11% $298K 2024-10-07 $35.94
2024 Q2 REDUCED — — — 10,630 -147 -1.4% 0.15% $373K 2024-07-17 $35.40
2024 Q1 ADDED — — — 10,777 +3,040 +39.3% 0.17% $368K 2024-04-12 $33.82
2023 Q4 REDUCED 27.9% +4.5% ❌ 7,737 -2,999 -27.9% 0.23% $252K 2024-01-10 $32.79
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PFEB

As of 2026 Q1 — sorted by position size

Cassady Wealth & Retirement Planning, LLC 3.41% Blossom Wealth Management 3Y 1.63% Southland Equity Partners LLC 1.26% Chris Bulman Inc 1.25% RIVERCHASE WEALTH MANAGEMENT, LLC 1.16% BCS Wealth Management 3Y 0.94% CORRADO ADVISORS, LLC 3Y 7Y 0.9% GILL CAPITAL PARTNERS, LLC 3Y 0.88% Castle Rock Wealth Management, LLC 3Y 7Y 0.84% Diligent Investors, LLC 3Y 7Y 0.76%

FAQ About CYPRESS FINANCIAL PLANNING LLC and PFEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CYPRESS FINANCIAL PLANNING LLC reported owning PFEB?

CYPRESS FINANCIAL PLANNING LLC reported PFEB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PFEB position in CYPRESS FINANCIAL PLANNING LLC's portfolio?

The largest reported portfolio weight for PFEB was 0.23% in 2023 Q4.

What is the latest reported PFEB position on this page?

The most recent filing on this page is 2025 Q4, when CYPRESS FINANCIAL PLANNING LLC reported 10,224 shares, equal to 0.12% of portfolio, with an estimated market value of $417K.

What does the chart on this PFEB ownership page compare?

The chart compares CYPRESS FINANCIAL PLANNING LLC's quarterly PFEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CYPRESS FINANCIAL PLANNING LLC time their PFEB position?

Based on 13F filing dates vs. subsequent PFEB price moves, CYPRESS FINANCIAL PLANNING LLC correctly timed 4 out of 9 reported position changes (44%).

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