Betterment LLC’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Betterment LLC’s Portfolio PJAN Stock Details PJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Buy	4,501 +106	+2%	+$5.16K	﹤0.01%	647
2026 Q1	$203K	Buy	+4,395	New	+$207K	﹤0.01%	610
2025 Q4	–	Sell	-5,537	Closed	-$254K	–	559
2025 Q3	$254K	Buy	5,537 +68	+1%	+$3.05K	﹤0.01%	483
2025 Q2	$241K	Sell	5,469 -118	-2%	-$4.96K	﹤0.01%	468
2025 Q1	$232K	Buy	5,587 +689	+14%	+$29.2K	﹤0.01%	436
2024 Q4	$207K	Buy	+4,898	New	+$205K	﹤0.01%	441
2024 Q1	–	Sell	-7,986	Closed	-$297K	–	360
2023 Q4	$297K	Buy	7,986 +1,012	+15%	+$36.3K	﹤0.01%	279
2023 Q3	$243K	Buy	6,974 +782	+13%	+$27.6K	﹤0.01%	280
2023 Q2	$217K	Buy	6,192 +32	+0.5%	+$1.08K	﹤0.01%	276
2023 Q1	$205K	Buy	+6,160	New	+$201K	﹤0.01%	261

Other funds holding PJAN

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC's PJAN Position: Q2 2026 in Review

Betterment LLC increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2.4% in Q2 2026, buying an estimated $5.16K and bringing the position to 4,501 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Betterment LLC first reported a position in PJAN in Q1 2023 and has held it in 10 quarters since. The position peaked at $297K in Q4 2023. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Betterment LLC held 4,501 shares of Innovator US Equity Power Buffer ETF January worth $223K as of Q2 2026.
Betterment LLC bought 106 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $5.16K.
Innovator US Equity Power Buffer ETF January made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #647 holding.
Betterment LLC first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2023 and has held it in 10 quarters since.
Betterment LLC's Innovator US Equity Power Buffer ETF January position peaked at $297K in Q4 2023.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

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