Betterment LLC’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Betterment LLC’s Portfolio UNOV Stock Details UNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,132	Closed	-$253K	–	276
2022 Q4	$253K	Buy	+9,132	New	+$253K	﹤0.01%	234

Other funds holding UNOV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

BCM

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

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Betterment LLC's UNOV Position: Q1 2023 in Review

Betterment LLC sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q1 2023, closing a stake of 9,132 shares — an estimated $253K sold.

Betterment LLC first reported a position in UNOV in Q4 2022 and held it in 1 quarter. The position peaked at $253K in Q4 2022. 30 funds tracked by Wall St. Rank hold UNOV as of Q1 2023.

Betterment LLC reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q1 2023 after selling out during the quarter.
Betterment LLC sold 9,132 Innovator US Equity Ultra Buffer ETF November shares in Q1 2023, an estimated $253K.
Betterment LLC first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2022 and held it in 1 quarter.
Betterment LLC's Innovator US Equity Ultra Buffer ETF November position peaked at $253K in Q4 2022.
30 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2023.

Based on Betterment LLC's 13F filing for Q1 2023, filed 15 May 2023.