D.B. Root & Company, LLC IBUF — INNOVATOR ETFS TRUST

Ownership history in D.B. Root & Company, LLC  ·  7 quarters on record

AI Ownership Summary

D.B. Root & Company, LLC reported INNOVATOR ETFS TRUST (IBUF) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.51% in 2026 Q1. The latest visible filing shows IBUF at 1.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBUF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D.B. Root & Company, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBUF was reported at 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBUF stock page D.B. Root & Company, LLC fund profile D.B. Root & Company, LLC full holdings
How D.B. Root & Company, LLC held IBUF — position size vs. price
% of Fund (quarterly)    IBUF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 214,139 +10,350 +5.1% 1.51% $6.3M 2026-05-13 $30.64
2025 Q4 ADDED — — — 203,789 +29,599 +17.0% 1.45% $6.0M 2026-02-03 $29.55
2025 Q3 ADDED — — — 174,190 +18,097 +11.6% 1.26% $5.0M 2025-11-06 $28.54
2025 Q2 ADDED — — — 156,093 +9,758 +6.7% 1.28% $4.3M 2025-07-22 $27.78
2025 Q1 ADDED — — — 146,335 +23,332 +19.0% 1.25% $3.9M 2025-05-14 $27.20
2024 Q4 ADDED — — — 123,003 +65,945 +115.6% 1.01% $3.2M 2025-01-17 $25.94
2024 Q3 INITIATED — — — 57,058 — — 0.49% $1.5M 2024-10-31 $25.40

🏢 Other funds also holding IBUF

As of 2026 Q1 — sorted by position size

BLVD Private Wealth, LLC 2.7% OPTIMA CAPITAL LLC 1.01% Pitti Group Wealth Management, LLC 3Y 0.67% Bright Futures Wealth Management, LLC. 0.49% WEALTHGARDEN F.S. LLC 0.34% 3EDGE Asset Management, LP 3Y 7Y 0.22% Sugar Maple Asset Management, LLC 0.22% ARQ WEALTH ADVISORS, LLC 3Y 0.09% Disciplined Investments, LLC 3Y 0.07% Mutual Advisors, LLC 3Y 7Y 0.07%

FAQ About D.B. Root & Company, LLC and IBUF

These are the practical questions this page is built to answer before you even open the full history table.

How long has D.B. Root & Company, LLC reported owning IBUF?

D.B. Root & Company, LLC reported IBUF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IBUF position in D.B. Root & Company, LLC's portfolio?

The largest reported portfolio weight for IBUF was 1.51% in 2026 Q1.

What is the latest reported IBUF position on this page?

The most recent filing on this page is 2026 Q1, when D.B. Root & Company, LLC reported 214,139 shares, equal to 1.51% of portfolio, with an estimated market value of $6.3M.

What does the chart on this IBUF ownership page compare?

The chart compares D.B. Root & Company, LLC's quarterly IBUF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did D.B. Root & Company, LLC time their IBUF position?

Based on 13F filing dates vs. subsequent IBUF price moves, D.B. Root & Company, LLC correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on IBUF relative to SPY over the holding period was -6.1%.

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