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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 (UDEC) 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
2026-06-30 $205k 4.9k 41.77

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded Core Plus Bd Etf (JCPB)
SPDR State Street Global Advisors State Street Spd (SPMD)
SPDR State Street Global Advisors State Street Spd (SPSM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Activebeta Us Lg (GSLC)

View all positions for Betterment

Top funds holding Innovator Etfs Tr s&p 500 ultra

Commonwealth Equity Services
Brookstone Capital Management
Legacy Capital Wealth Management
Raymond James Financial
Advisor Group Holdings
Tounjian Advisory Partners
Envestnet Asset Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Foundations Investment Advisors
Sovran Advisors
Kestra Advisory Services
Kfg Wealth Management
Central Valley Advisors
Berger Financial Group
BCJ Capital Management

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