Betterment LLC
PJUL icon

Betterment LLC’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Betterment LLC’s Portfolio PJUL Stock Details PJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,361
Closed -$244K – 560
2025
Q3 		$244K Sell
5,361
-59
-1% -$2.64K ﹤0.01% 486
2025
Q2 		$238K Sell
5,420
-503
-8% -$20.6K ﹤0.01% 471
2025
Q1 		$238K Buy
5,923
+738
+14% +$30.5K ﹤0.01% 432
2024
Q4 		$213K Sell
5,185
-2,566
-33% -$105K ﹤0.01% 433
2024
Q3 		$314K Sell
7,751
-1,792
-19% -$70.6K ﹤0.01% 361
2024
Q2 		$371K Buy
9,543
+848
+10% +$32.4K ﹤0.01% 319
2024
Q1 		$330K Buy
8,695
+128
+1% +$4.75K ﹤0.01% 300
2023
Q4 		$310K Buy
8,567
+648
+8% +$22.4K ﹤0.01% 273
2023
Q3 		$267K Buy
7,919
+764
+11% +$26.3K ﹤0.01% 269
2023
Q2 		$245K Sell
7,155
-8
-0.1% -$259 ﹤0.01% 264
2023
Q1 		$227K Sell
7,163
-8
-0.1% -$248 ﹤0.01% 252
2022
Q4 		$216K Buy
+7,171
New +$215K ﹤0.01% 244

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CAG
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Osaic Holdings
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Raymond James Financial
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Betterment LLC's PJUL Position: Q4 2025 in Review

Betterment LLC sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2025, closing a stake of 5,361 shares — an estimated $244K sold.

Betterment LLC first reported a position in PJUL in Q4 2022 and held it in 12 quarters. The position peaked at $371K in Q2 2024. 268 funds tracked by Wall St. Rank hold PJUL as of Q4 2025.

  • Betterment LLC reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Betterment LLC sold 5,361 Innovator US Equity Power Buffer ETF July shares in Q4 2025, an estimated $244K.
  • Betterment LLC first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 12 quarters.
  • Betterment LLC's Innovator US Equity Power Buffer ETF July position peaked at $371K in Q2 2024.
  • 268 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2025.

Based on Betterment LLC's 13F filing for Q4 2025, filed 12 Feb 2026.