Betterment LLC
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Betterment LLC’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Betterment LLC’s Portfolio BOCT Stock Details BOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,510
Closed -$271K – 423
2024
Q2 		$271K Buy
6,510
+144
+2% +$5.87K ﹤0.01% 357
2024
Q1 		$258K Sell
6,366
-260
-4% -$10.3K ﹤0.01% 328
2023
Q4 		$255K Sell
6,626
-1,107
-14% -$40.5K ﹤0.01% 291
2023
Q3 		$275K Sell
7,733
-51
-0.7% -$1.87K ﹤0.01% 267
2023
Q2 		$283K Sell
7,784
-1,366
-15% -$47.3K ﹤0.01% 250
2023
Q1 		$309K Sell
9,150
-86
-0.9% -$2.83K ﹤0.01% 230
2022
Q4 		$293K Sell
9,236
-1,283
-12% -$40.4K ﹤0.01% 224
2022
Q3 		$320K Hold
10,519
– – ﹤0.01% 202
2022
Q2 		$320K Buy
10,519
+846
+9% +$27K ﹤0.01% 202
2022
Q1 		$329K Buy
+9,673
New +$324K ﹤0.01% 192

Other funds holding BOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Betterment LLC's BOCT Position: Q3 2024 in Review

Betterment LLC sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2024, closing a stake of 6,510 shares — an estimated $271K sold.

Betterment LLC first reported a position in BOCT in Q1 2022 and held it in 10 quarters. The position peaked at $329K in Q1 2022. 82 funds tracked by Wall St. Rank hold BOCT as of Q3 2024.

  • Betterment LLC reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Betterment LLC sold 6,510 Innovator US Equity Buffer ETF October shares in Q3 2024, an estimated $271K.
  • Betterment LLC first reported a position in Innovator US Equity Buffer ETF October in Q1 2022 and held it in 10 quarters.
  • Betterment LLC's Innovator US Equity Buffer ETF October position peaked at $329K in Q1 2022.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2024.

Based on Betterment LLC's 13F filing for Q3 2024, filed 14 Nov 2024.