Betterment LLC
PFEB icon

Betterment LLC’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Betterment LLC’s Portfolio PFEB Stock Details PFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,267
Closed -$291K – 687
2026
Q1 		$291K Sell
7,267
-35
-0.5% -$1.43K ﹤0.01% 540
2025
Q4 		$297K Sell
7,302
-24
-0.3% -$962 ﹤0.01% 498
2025
Q3 		$291K Sell
7,326
-3,804
-34% -$148K ﹤0.01% 461
2025
Q2 		$423K Sell
11,130
-820
-7% -$29.8K ﹤0.01% 386
2025
Q1 		$428K Sell
11,950
-889
-7% -$32.6K ﹤0.01% 354
2024
Q4 		$472K Sell
12,839
-6,240
-33% -$227K ﹤0.01% 332
2024
Q3 		$688K Sell
19,079
-3,122
-14% -$111K ﹤0.01% 278
2024
Q2 		$780K Sell
22,201
-15,093
-40% -$519K ﹤0.01% 243
2024
Q1 		$1.27M Buy
37,294
+15,530
+71% +$519K ﹤0.01% 183
2023
Q4 		$711K Buy
21,764
+1,170
+6% +$36.7K ﹤0.01% 205
2023
Q3 		$627K Sell
20,594
-106
-0.5% -$3.28K ﹤0.01% 201
2023
Q2 		$637K Sell
20,700
-65
-0.3% -$1.94K ﹤0.01% 183
2023
Q1 		$607K Buy
+20,765
New +$598K ﹤0.01% 185

Other funds holding PFEB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Betterment LLC's PFEB Position: Q2 2026 in Review

Betterment LLC sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2026, closing a stake of 7,267 shares — an estimated $291K sold.

Betterment LLC first reported a position in PFEB in Q1 2023 and held it in 13 quarters. The position peaked at $1.27M in Q1 2024. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • Betterment LLC reported no remaining Innovator US Equity Power Buffer ETF February position as of Q2 2026 after selling out during the quarter.
  • Betterment LLC sold 7,267 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $291K.
  • Betterment LLC first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2023 and held it in 13 quarters.
  • Betterment LLC's Innovator US Equity Power Buffer ETF February position peaked at $1.27M in Q1 2024.
  • 226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.