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Innovator Etfs Tr s&p 500 pwr bu shares owned by Betterment

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

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

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All positions including Innovator Etfs Tr s&p 500 pwr bu 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 pwr bu by Betterment

Quarter filed Position value Share count Share price at filing
2024-09-30 $308k 8.1k 37.85
2024-06-30 $318k 8.7k 36.51
2024-03-31 $312k 8.8k 35.42
2023-12-31 $748k 22k 33.38

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 pwr bu

Alliancebernstein
Penserra Capital Management
Brookstone Capital Management
Commonwealth Equity Services
Advisor Group Holdings
HighTower Advisors
William Blair $ Company
Cresset Asset Management
Ascent Wealth Partners
Envestnet Asset Management
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Kestra Advisory Services
Raymond James Financial Services Advisors
Kovitz Investment Group Partners

View all funds holding Innovator Etfs Tr s&p 500 pwr bu