DBRC
IJUL icon

D.B. Root & Company’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

D.B. Root & Company’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,273
Closed -$211K – 170
2023
Q3 		$211K Buy
+8,273
New +$215K 0.08% 160

Other funds holding IJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

D.B. Root & Company's IJUL Position: Q4 2023 in Review

D.B. Root & Company sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q4 2023, closing a stake of 8,273 shares — an estimated $211K sold.

D.B. Root & Company first reported a position in IJUL in Q3 2023 and held it in 1 quarter. The position peaked at $211K in Q3 2023. 84 funds tracked by Wall St. Rank hold IJUL as of Q4 2023.

  • D.B. Root & Company reported no remaining Innovator International Developed Power Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • D.B. Root & Company sold 8,273 Innovator International Developed Power Buffer ETF July shares in Q4 2023, an estimated $211K.
  • D.B. Root & Company first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • D.B. Root & Company's Innovator International Developed Power Buffer ETF July position peaked at $211K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2023.

Based on D.B. Root & Company's 13F filing for Q4 2023, filed 16 Jan 2024.