Ownership history in Betterment LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in Innovator (POCT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,459 | -48 | -0.7% | 0.00% | $278K | $43.10 |
| 2025 Q2 | REDUCED | 6,507 | -200 | -3.0% | 0.00% | $269K | $41.30 |
| 2025 Q1 | REDUCED | 6,707 | -720 | -9.7% | 0.00% | $261K | $38.85 |
| 2024 Q4 | REDUCED | 7,427 | -167 | -2.2% | 0.00% | $294K | $39.57 |
As of 2025 Q4 — sorted by position size