D.B. Root & Company’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

D.B. Root & Company’s Portfolio BUFB Stock Details BUFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Sell	6,913 -281	-4%	-$10.8K	0.06%	173
2026 Q1	$258K	Hold	7,194	–	–	0.06%	169
2025 Q4	$264K	Sell	7,194 -93	-1%	-$3.35K	0.06%	167
2025 Q3	$260K	Sell	7,287 -320	-4%	-$11.1K	0.07%	160
2025 Q2	$258K	Sell	7,607 -211	-3%	-$6.73K	0.08%	160
2025 Q1	$246K	Hold	7,818	–	–	0.08%	150
2024 Q4	$253K	Sell	7,818 -158	-2%	-$5.08K	0.08%	155
2024 Q3	$252K	Hold	7,976	–	–	0.08%	155
2024 Q2	$243K	Sell	7,976 -5,577	-41%	-$166K	0.08%	170
2024 Q1	$398K	Buy	13,553 +113	+0.8%	+$3.23K	0.13%	125
2023 Q4	$373K	Buy	13,440 +1,202	+10%	+$31.6K	0.14%	130
2023 Q3	$312K	Buy	12,238 +535	+5%	+$14K	0.12%	139
2023 Q2	$306K	Buy	+11,703	New	+$292K	0.12%	148

Other funds holding BUFB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

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

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

D.B. Root & Company reduced its Innovator Laddered Allocation Buffer ETF (BUFB) stake by 3.9% in Q2 2026, selling an estimated $10.8K and leaving 6,913 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #173.

D.B. Root & Company first reported a position in BUFB in Q2 2023 and has held it in 13 quarters since. The position peaked at $398K in Q1 2024. 96 funds tracked by Wall St. Rank hold BUFB as of Q2 2026.

D.B. Root & Company held 6,913 shares of Innovator Laddered Allocation Buffer ETF worth $272K as of Q2 2026.
D.B. Root & Company sold 281 Innovator Laddered Allocation Buffer ETF shares in Q2 2026, an estimated $10.8K.
Innovator Laddered Allocation Buffer ETF made up 0.06% of D.B. Root & Company's portfolio in Q2 2026, its #173 holding.
D.B. Root & Company first reported a position in Innovator Laddered Allocation Buffer ETF in Q2 2023 and has held it in 13 quarters since.
D.B. Root & Company's Innovator Laddered Allocation Buffer ETF position peaked at $398K in Q1 2024.
96 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q2 2026.

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