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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $330k 8.7k 37.95
2023-12-31 $310k 8.6k 36.19
2023-09-30 $267k 7.9k 33.72
2023-06-30 $245k 7.2k 34.24
2023-03-31 $227k 7.2k 31.69
2022-12-31 $216k 7.2k 30.12

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

View all positions for Betterment

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
Penserra Capital Management
Brookstone Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Janney Montgomery Scott
Raymond James Financial Services Advisors
Kestra Advisory Services
William Blair $ Company
Envestnet Asset Management
Legacy CG
HighTower Advisors
BKD Wealth Advisors
Kovitz Investment Group Partners
Motiv8 Investments

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