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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
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)
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 Etfs Tr s&p 500 pwr

Alliancebernstein
Advisor Group Holdings
AE Wealth Management
Gradient Investments
SageView Advisory Group
Penserra Capital Management
Wealth Enhancement Advisory Services
Commonwealth Equity Services
HighTower Advisors
Jane Street
Delta Investment Management
Raymond James Financial Services Advisors
Miracle Mile Advisors
BKD Wealth Advisors
Cambridge Investment Research Advisors

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