Cypress Financial Planning LLC: Quarter-by-Quarter ETF Activity Analysis

Cypress Financial Planning LLC has shown significant activity in its portfolio during the second quarter of 2026, as evidenced by substantial changes in specific holdings. The firm's investment strategy appears focused on broadening exposure to certain sectors while strategically exiting others.

Major Purchases This Quarter

Cypress Financial Planning LLC demonstrated strong buying interest during Q2 2026, significantly increasing positions in several key holdings:

• JMBS, the Janus Detroit Strategic Trust ETF, saw a massive increase of 100% from its previous period position. This indicates either a substantial new purchase or a complete rebuy after a prior sale.
• QYLD, the Global X Quant Yield Bear ETF, was added with an initial purchase of 100% from zero shares previously held by this investor.
• SCHF, the Schwab Strategic Allocation PEF ETF, was initiated with a full 100% increase in shares during this period.
• Shares of AVUV, the American Century ETF Trust product, increased by an impressive 100%.
• Similarly, holdings in AVDV, another American Century ETF Trust fund, also climbed by a full 100%.

Significant Sales This Quarter

In contrast to the buying activity, Cypress Financial Planning LLC also executed notable sales during Q2:

• The firm sold shares of ANGL, the VanEck Vectors Golden 1000 ETF, resulting in a staggering decrease of over 98%. This suggests either a complete exit or nearly total divestment from this position.
• The investment firm also disposed of its entire stake in VUG, the Vanguard Ugly Duckling ETF, which experienced an astronomical increase of over 500% during the quarter. This represents a complete reversal from holding this position previously.
• Furthermore, QYLD, mentioned in both buys and sells (though not held by others), also saw its stake completely liquidated during the period.

The portfolio data indicates a dynamic approach to investing, with Cypress Financial Planning LLC making substantial additions while simultaneously removing significant portions of other holdings. The firm's activities reflect strategic decisions regarding sector exposure and ETF selection.