Betterment LLC’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
5,420
-503
| -8% | -$22.1K | ﹤0.01% | 471 |
|
|
2025
Q1 | $238K | Buy |
5,923
+738
| +14% | +$29.7K | ﹤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% | -$72.6K | ﹤0.01% | 361 |
|
|
2024
Q2 | $371K | Buy |
9,543
+848
| +10% | +$33K | ﹤0.01% | 319 |
|
|
2024
Q1 | $330K | Buy |
8,695
+128
| +1% | +$4.86K | ﹤0.01% | 300 |
|
|
2023
Q4 | $310K | Buy |
8,567
+648
| +8% | +$23.4K | ﹤0.01% | 273 |
|
|
2023
Q3 | $267K | Buy |
7,919
+764
| +11% | +$25.8K | ﹤0.01% | 269 |
|
|
2023
Q2 | $245K | Sell |
7,155
-8
| -0.1% | -$274 | ﹤0.01% | 264 |
|
|
2023
Q1 | $227K | Sell |
7,163
-8
| -0.1% | -$254 | ﹤0.01% | 252 |
|
|
2022
Q4 | $216K | Buy |
+7,171
| New | +$216K | ﹤0.01% | 244 |
|