D.B. Root & Company
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D.B. Root & Company’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

D.B. Root & Company’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.15M Buy
20,721
+12,890
+165% +$710K 0.25% 62
2026
Q2 		$425K Buy
7,831
+2,302
+42% +$122K 0.09% 142
2026
Q1 		$275K Hold
5,529
– – 0.07% 161
2025
Q4 		$281K Sell
5,529
-501
-8% -$25.1K 0.07% 160
2025
Q3 		$299K Buy
6,030
+138
+2% +$6.67K 0.08% 148
2025
Q2 		$278K Buy
5,892
+197
+3% +$8.66K 0.08% 155
2025
Q1 		$246K Hold
5,695
– – 0.08% 149
2024
Q4 		$254K Hold
5,695
– – 0.08% 153
2024
Q3 		$249K Hold
5,695
– – 0.08% 159
2024
Q2 		$238K Sell
5,695
-100
-2% -$4.06K 0.08% 171
2024
Q1 		$234K Hold
5,795
– – 0.08% 164
2023
Q4 		$218K Sell
5,795
-2,646
-31% -$94.2K 0.08% 160
2023
Q3 		$291K Buy
8,441
+775
+10% +$27.4K 0.11% 144
2023
Q2 		$270K Sell
7,666
-232
-3% -$7.74K 0.1% 154
2023
Q1 		$258K Sell
7,898
-670
-8% -$21.4K 0.1% 154
2022
Q4 		$265K Buy
+8,568
New +$264K 0.11% 144

Other funds holding BJUL

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Integral Investment Advisors
Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bellwether Advisors
Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

D.B. Root & Company's BJUL Position: Q3 2026 in Review

D.B. Root & Company increased its Innovator US Equity Buffer ETF July (BJUL) stake by 165% in Q3 2026, buying an estimated $710K and bringing the position to 20,721 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #62.

D.B. Root & Company first reported a position in BJUL in Q4 2022 and has held it in 16 quarters since. 79 funds tracked by Wall St. Rank hold BJUL as of Q3 2026.

  • D.B. Root & Company held 20,721 shares of Innovator US Equity Buffer ETF July worth $1.15M as of Q3 2026.
  • D.B. Root & Company bought 12,890 Innovator US Equity Buffer ETF July shares in Q3 2026, an estimated $710K.
  • Innovator US Equity Buffer ETF July made up 0.25% of D.B. Root & Company's portfolio in Q3 2026, its #62 holding.
  • D.B. Root & Company first reported a position in Innovator US Equity Buffer ETF July in Q4 2022 and has held it in 16 quarters since.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.