Betterment LLC Innovator U.S. Equity Ultra Bu Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Betterment LLC holds 6,411 shares of UOCT stock, worth $246,887. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,411

Previous 25,393 74.75%

Holding current value

$246,887

Previous $934,000 73.66%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$36.83 - $38.43 $699,107 - $729,478	-18,982 Reduced 74.75%	6,411 $246,000
Q2 2025 Aug 14, 2025	BUY	$32.79 - $36.78 $97,189 - $109,015	2,964 Added 13.22%	25,393 $934,000
Q1 2025 May 15, 2025	SELL	$34.28 - $36.12 $62,903 - $66,280	-1,835 Reduced 7.56%	22,429 $775,000
Q4 2024 Feb 14, 2025	BUY	$34.64 - $35.72 $134,888 - $139,093	3,894 Added 19.12%	24,264 $856,000
Q3 2024 Nov 14, 2024	SELL	$33.87 - $34.82 $143,066 - $147,079	-4,224 Reduced 17.17%	20,370 $709,000
Q2 2024 Aug 14, 2024	SELL	$33.17 - $34.27 $79,243 - $81,871	-2,389 Reduced 8.85%	24,594 $843,000
Q1 2024 May 10, 2024	SELL	$32.15 - $33.59 $15,689 - $16,391	-488 Reduced 1.78%	26,983 $906,000
Q4 2023 Feb 09, 2024	BUY	$29.9 - $32.38 $116,311 - $125,958	3,890 Added 16.5%	27,471 $889,000
Q3 2023 Nov 09, 2023	BUY	$29.82 - $30.52 $19,442 - $19,899	652 Added 2.84%	23,581 $719,000
Q2 2023 Aug 07, 2023	SELL	$28.53 - $29.87 $4,878 - $5,107	-171 Reduced 0.74%	22,929 $685,000
Q1 2023 May 15, 2023	SELL	$27.18 - $28.52 $5,490 - $5,761	-202 Reduced 0.87%	23,100 $659,000
Q4 2022 Feb 13, 2023	SELL	$26.08 - $27.7 $320,079 - $339,962	-12,273 Reduced 34.5%	23,302 $636,000
Q2 2022 Aug 10, 2022	BUY	$26.18 - $28.37 $88,750 - $96,174	3,390 Added 10.53%	35,575 $938,000
Q1 2022 May 16, 2022	BUY	$27.5 - $28.55 $885,087 - $918,881	32,185 New	32,185 $911,000

Others Institutions Holding UOCT

# of Institutions

Shares Held

2.58M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
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