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

Betterment LLC’s Portfolio POCT Stock Details POCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,459
Closed -$278K – 561
2025
Q3 		$278K Sell
6,459
-48
-0.7% -$2.03K ﹤0.01% 471
2025
Q2 		$269K Sell
6,507
-200
-3% -$7.88K ﹤0.01% 449
2025
Q1 		$261K Sell
6,707
-720
-10% -$28.6K ﹤0.01% 419
2024
Q4 		$294K Sell
7,427
-167
-2% -$6.59K ﹤0.01% 387
2024
Q3 		$296K Sell
7,594
-3,066
-29% -$118K ﹤0.01% 371
2024
Q2 		$408K Sell
10,660
-91
-0.8% -$3.44K ﹤0.01% 310
2024
Q1 		$403K Sell
10,751
-504
-4% -$18.6K ﹤0.01% 280
2023
Q4 		$407K Sell
11,255
-773
-6% -$26.9K ﹤0.01% 245
2023
Q3 		$408K Buy
12,028
+656
+6% +$22.1K ﹤0.01% 229
2023
Q2 		$381K Sell
11,372
-2,322
-17% -$75.1K ﹤0.01% 224
2023
Q1 		$433K Sell
13,694
-212
-2% -$6.57K ﹤0.01% 208
2022
Q4 		$418K Sell
13,906
-2,821
-17% -$83.9K ﹤0.01% 199
2022
Q3 		$470K Hold
16,727
– – ﹤0.01% 178
2022
Q2 		$470K Buy
16,727
+1,459
+10% +$42.3K ﹤0.01% 178
2022
Q1 		$462K Buy
+15,268
New +$456K ﹤0.01% 177

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Betterment LLC's POCT Position: Q4 2025 in Review

Betterment LLC sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2025, closing a stake of 6,459 shares — an estimated $278K sold.

Betterment LLC first reported a position in POCT in Q1 2022 and held it in 15 quarters. The position peaked at $470K in Q3 2022. 251 funds tracked by Wall St. Rank hold POCT as of Q4 2025.

  • Betterment LLC reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • Betterment LLC sold 6,459 Innovator US Equity Power Buffer ETF October shares in Q4 2025, an estimated $278K.
  • Betterment LLC first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2022 and held it in 15 quarters.
  • Betterment LLC's Innovator US Equity Power Buffer ETF October position peaked at $470K in Q3 2022.
  • 251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2025.

Based on Betterment LLC's 13F filing for Q4 2025, filed 12 Feb 2026.