PSEP — INNOVATOR ETFS TR

Ownership history in CYPRESS FINANCIAL PLANNING LLC  ·  16 quarters on record

AI Ownership Summary

CYPRESS FINANCIAL PLANNING LLC reported INNOVATOR ETFS TR (PSEP) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2023 Q4. The latest visible filing shows PSEP at 0.19% 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 PSEP 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
2026 Q1

PSEP was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% 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 2026 Q1

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.

PSEP stock page CYPRESS FINANCIAL PLANNING LLC fund profile CYPRESS FINANCIAL PLANNING LLC full holdings
How CYPRESS FINANCIAL PLANNING LLC held PSEP — position size vs. price
% of Fund (quarterly)    PSEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16,318 -5,613 -25.6% 0.19% $703K 2026-04-15 $44.73
2025 Q4 REDUCED 21,931 -898 -3.9% 0.27% $961K 2026-01-14 $43.92
2025 Q3 REDUCED 22,829 -476 -2.0% 0.30% $981K 2025-10-09 $43.03
2025 Q2 REDUCED 23,305 -62 -0.3% 0.31% $953K 2025-07-11 $41.16
2025 Q1 REDUCED 23,367 -2,504 -9.7% 0.32% $898K 2025-04-09 $37.86
2024 Q4 REDUCED 25,871 -848 -3.2% 0.37% $1.0M 2025-01-14 $38.99
2024 Q3 ADDED 26,719 +12,827 +92.3% 0.38% $1.0M 2024-10-07 $38.24
2024 Q2 ADDED 13,892 +439 +3.3% 0.22% $521K 2024-07-17 $37.68
2024 Q1 ADDED 13,453 +84 +0.6% 0.22% $491K 2024-04-12 $36.21
2023 Q4 REDUCED 13,369 -343 -2.5% 0.42% $460K 2024-01-10 $34.85
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSEP

As of 2026 Q1 — sorted by position size

Chris Bulman Inc 1.27% Cassady Wealth & Retirement Planning, LLC 1.24% Pinnacle Wealth Management Group, Inc. 3Y 0.91% RED REEF ADVISORS LLC 0.77% Diligent Investors, LLC 3Y 7Y 0.55% Southland Equity Partners LLC 0.27% Pathway Financial Advisors LLC 3Y 7Y 0.18% CoreCap Advisors, LLC 3Y 0.17% Lakeridge Wealth Management LLC 0.14% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.12%

FAQ About CYPRESS FINANCIAL PLANNING LLC and PSEP

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 PSEP?

CYPRESS FINANCIAL PLANNING LLC reported PSEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for PSEP was 0.42% in 2023 Q4.

What is the latest reported PSEP position on this page?

The most recent filing on this page is 2026 Q1, when CYPRESS FINANCIAL PLANNING LLC reported 16,318 shares, equal to 0.19% of portfolio, with an estimated market value of $703K.

What does the chart on this PSEP ownership page compare?

The chart compares CYPRESS FINANCIAL PLANNING LLC's quarterly PSEP 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.

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