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Innovator Etfs Tr s&p 500 ultra shares owned by Betterment

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UOCT) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Innovator Etfs Tr s&p 500 ultra

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 ultra held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $906k 27k 33.58
2023-12-31 $889k 28k 32.36
2023-09-30 $720k 24k 30.53
2023-06-30 $685k 23k 29.87
2023-03-31 $659k 23k 28.53
2022-12-31 $636k 23k 27.29
2022-09-30 $938k 36k 26.37
2022-06-30 $938k 36k 26.37
2022-03-31 $911k 32k 28.31

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Innovator Etfs Tr s&p 500 ultra

Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
Brookstone Capital Management
Bedel Financial Consulting
LPL Financial
Kestra Advisory Services
Branch Banking & Trust Company
Advisor Group Holdings
Cambridge Investment Research Advisors
Money Concepts Capital Corp
Compass Advisory Group
Harbour Investments
AE Wealth Management
Betterment

View all funds holding Innovator Etfs Tr s&p 500 ultra