Betterment LLC
UOCT icon

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

Betterment LLC’s Portfolio UOCT Stock Details UOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,411
Closed -$246K – 562
2025
Q3 		$246K Sell
6,411
-18,982
-75% -$715K ﹤0.01% 484
2025
Q2 		$934K Buy
25,393
+2,964
+13% +$104K ﹤0.01% 278
2025
Q1 		$775K Sell
22,429
-1,835
-8% -$65K ﹤0.01% 286
2024
Q4 		$856K Buy
24,264
+3,894
+19% +$137K ﹤0.01% 267
2024
Q3 		$709K Sell
20,370
-4,224
-17% -$146K ﹤0.01% 270
2024
Q2 		$843K Sell
24,594
-2,389
-9% -$80.8K ﹤0.01% 235
2024
Q1 		$906K Sell
26,983
-488
-2% -$16.1K ﹤0.01% 211
2023
Q4 		$889K Buy
27,471
+3,890
+16% +$121K ﹤0.01% 188
2023
Q3 		$720K Buy
23,581
+652
+3% +$19.7K ﹤0.01% 189
2023
Q2 		$685K Sell
22,929
-171
-0.7% -$4.98K ﹤0.01% 177
2023
Q1 		$659K Sell
23,100
-202
-0.9% -$5.66K ﹤0.01% 182
2022
Q4 		$636K Sell
23,302
-12,273
-34% -$332K ﹤0.01% 173
2022
Q3 		$938K Hold
35,575
– – ﹤0.01% 147
2022
Q2 		$938K Buy
35,575
+3,390
+11% +$92.5K ﹤0.01% 147
2022
Q1 		$911K Buy
+32,185
New +$904K ﹤0.01% 146

Other funds holding UOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's UOCT Position: Q4 2025 in Review

Betterment LLC sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q4 2025, closing a stake of 6,411 shares — an estimated $246K sold.

Betterment LLC first reported a position in UOCT in Q1 2022 and held it in 15 quarters. The position peaked at $938K in Q3 2022. 94 funds tracked by Wall St. Rank hold UOCT as of Q4 2025.

  • Betterment LLC reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • Betterment LLC sold 6,411 Innovator US Equity Ultra Buffer ETF October shares in Q4 2025, an estimated $246K.
  • Betterment LLC first reported a position in Innovator US Equity Ultra Buffer ETF October in Q1 2022 and held it in 15 quarters.
  • Betterment LLC's Innovator US Equity Ultra Buffer ETF October position peaked at $938K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q4 2025.

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