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 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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

D.B. Root & Company's BJUL Position: Q2 2026 in Review

D.B. Root & Company increased its Innovator US Equity Buffer ETF July (BJUL) stake by 42% in Q2 2026, buying an estimated $122K and bringing the position to 7,831 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #142.

D.B. Root & Company first reported a position in BJUL in Q4 2022 and has held it in 15 quarters since. 123 funds tracked by Wall St. Rank hold BJUL as of Q2 2026.

D.B. Root & Company held 7,831 shares of Innovator US Equity Buffer ETF July worth $425K as of Q2 2026.
D.B. Root & Company bought 2,302 Innovator US Equity Buffer ETF July shares in Q2 2026, an estimated $122K.
Innovator US Equity Buffer ETF July made up 0.09% of D.B. Root & Company's portfolio in Q2 2026, its #142 holding.
D.B. Root & Company first reported a position in Innovator US Equity Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.