Innovator S&p 500 Pwr Buffer shares owned by Betterment
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $297k | 7.3k | 40.67 |
| 2025-09-30 | $291k | 7.3k | 39.72 |
| 2025-06-30 | $423k | 11k | 38.01 |
| 2025-03-31 | $428k | 12k | 35.82 |
| 2024-12-31 | $472k | 13k | 36.76 |
| 2024-09-30 | $688k | 19k | 36.06 |
| 2024-06-30 | $780k | 22k | 35.13 |
| 2024-03-31 | $1.3M | 37k | 34.16 |
| 2023-12-31 | $711k | 22k | 32.67 |
| 2023-09-30 | $627k | 21k | 30.45 |
| 2023-06-30 | $637k | 21k | 30.77 |
| 2023-03-31 | $607k | 21k | 29.23 |