Betterment »

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

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer held by Betterment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Betterment

Quarter filed Position value Share count Share price at filing
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

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Gradient Investments
Brookstone Capital Management
Penserra Capital Management
Jpmorgan Chase & Co
Lincoln National
Wealth Enhancement Advisory Services
Janney Montgomery Scott
Advisor Group Holdings
Commonwealth Equity Services
Mercer Global Advisors
Soltis Investment Advisors
Raymond James Financial Services Advisors
Miracle Mile Advisors
Kestra Advisory Services

View all funds holding Innovator S&p 500 Pwr Buffer