Betterment LLC
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Betterment LLC’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Betterment LLC’s Portfolio PJUN Stock Details PJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,211
Closed -$340K – 450
2024
Q3 		$340K Buy
9,211
+111
+1% +$4K ﹤0.01% 353
2024
Q2 		$324K Sell
9,100
-120
-1% -$4.19K ﹤0.01% 334
2024
Q1 		$318K Sell
9,220
-114
-1% -$3.88K ﹤0.01% 306
2023
Q4 		$312K Sell
9,334
-120
-1% -$3.86K ﹤0.01% 272
2023
Q3 		$296K Sell
9,454
-142
-1% -$4.51K ﹤0.01% 257
2023
Q2 		$304K Buy
+9,596
New +$296K ﹤0.01% 245

Other funds holding PJUN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return

Betterment LLC's PJUN Position: Q4 2024 in Review

Betterment LLC sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2024, closing a stake of 9,211 shares — an estimated $340K sold.

Betterment LLC first reported a position in PJUN in Q2 2023 and held it in 6 quarters. The position peaked at $340K in Q3 2024. 162 funds tracked by Wall St. Rank hold PJUN as of Q4 2024.

  • Betterment LLC reported no remaining Innovator US Equity Power Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Betterment LLC sold 9,211 Innovator US Equity Power Buffer ETF June shares in Q4 2024, an estimated $340K.
  • Betterment LLC first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and held it in 6 quarters.
  • Betterment LLC's Innovator US Equity Power Buffer ETF June position peaked at $340K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2024.

Based on Betterment LLC's 13F filing for Q4 2024, filed 14 Feb 2025.