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Innovator Etfs Tr s&p 500 bufetf shares owned by Betterment

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 bufetf (BOCT) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Innovator Etfs Tr s&p 500 bufetf

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All positions including Innovator Etfs Tr s&p 500 bufetf held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 bufetf by Betterment

Quarter filed Position value Share count Share price at filing
2024-06-30 $271k 6.5k 41.63
2024-03-31 $258k 6.4k 40.53
2023-12-31 $255k 6.6k 38.48
2023-09-30 $275k 7.7k 35.56
2023-06-30 $283k 7.8k 36.36
2023-03-31 $309k 9.2k 33.77
2022-12-31 $293k 9.2k 31.72
2022-09-30 $320k 11k 30.42
2022-06-30 $320k 11k 30.42
2022-03-31 $329k 9.7k 34.01

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Innovator Etfs Tr s&p 500 bufetf

Commonwealth Equity Services
Brookstone Capital Management
Penserra Capital Management
Integral Investment Advisors
HighTower Advisors
Captrust Financial Advisors
Advisor Group Holdings
HPM Partners
Cetera Investment Advisers
Fragasso
Wealthquest
Envestnet Asset Management
LPL Financial
Berkshire Money Management
Kestra Advisory Services

View all funds holding Innovator Etfs Tr s&p 500 bufetf