Ownership history in Betterment LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in INNOVATOR ETFS TR (PJAN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 5,537 | +68 | +1.2% | 0.00% | $254K | $45.79 |
| 2025 Q2 | REDUCED | 5,469 | -118 | -2.1% | 0.00% | $241K | $44.05 |
| 2025 Q1 | ADDED | 5,587 | +689 | +14.1% | 0.00% | $232K | $41.47 |
| 2024 Q4 | REDUCED | 4,898 | -3,088 | -38.7% | 0.00% | $207K | $42.25 |
| 2023 Q4 | ADDED | 7,986 | +1,012 | +14.5% | 0.00% | $297K | $37.24 |
| 2023 Q3 | ADDED | 6,974 | +782 | +12.6% | 0.00% | $243K | $34.80 |
| 2023 Q2 | ADDED | 6,192 | +32 | +0.5% | 0.00% | $217K | $35.11 |
| 2023 Q1 | INITIATED | 6,160 | — | — | 0.00% | $205K | $33.21 |
As of 2025 Q4 — sorted by position size