UOCT — Innovator

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 (UOCT). 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 6,411 -18,982 -74.8% 0.00% $246K $38.43
2025 Q2 ADDED 25,393 +2,964 +13.2% 0.00% $934K $36.78
2025 Q1 REDUCED 22,429 -1,835 -7.6% 0.00% $775K $34.55
2024 Q4 ADDED 24,264 +3,894 +19.1% 0.00% $856K $35.28
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UOCT price (monthly, adj. close)

Other funds also holding UOCT

As of 2025 Q4 — sorted by position size

IMG Wealth Management, Inc. 1.65% Brookstone Capital Management 3Y 7Y 0.75% CENTRAL VALLEY ADVISORS, LLC 0.72% KFG WEALTH MANAGEMENT, LLC 3Y 0.72% Kellett Wealth Advisors, LLC 3Y 0.5% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.33% ATX Financial Planning, LLC 0.32% WEALTHGARDEN F.S. LLC 0.32% BFI Wealth Solutions, LLC 0.27% Compass Advisory Group LLC 3Y 0.22%
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