Betterment LLC’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Betterment LLC’s Portfolio UDEC Stock Details UDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205K	Buy	+4,908	New	+$201K	﹤0.01%	664

Other funds holding UDEC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $218M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Betterment LLC's UDEC Position: Q2 2026 in Review

Betterment LLC opened a new position in Innovator US Equity Ultra Buffer ETF December (UDEC) in Q2 2026: 4,908 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings.

124 funds tracked by Wall St. Rank hold UDEC as of Q2 2026.

Betterment LLC held 4,908 shares of Innovator US Equity Ultra Buffer ETF December worth $205K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF December was a new Betterment LLC position in Q2 2026.
Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #664 holding.
124 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.