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

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Betterment LLC holds 6,459 shares of POCT stock, worth $278,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,459

Previous 6,507 0.74%

Holding current value

$278,964

Previous $269,000 3.35%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$41.27 - $43.1 $1,980 - $2,068	-48 Reduced 0.74%	6,459 $278,000
Q2 2025 Aug 14, 2025	SELL	$36.35 - $41.3 $7,270 - $8,260	-200 Reduced 2.98%	6,507 $269,000
Q1 2025 May 15, 2025	SELL	$38.53 - $40.49 $27,741 - $29,152	-720 Reduced 9.69%	6,707 $261,000
Q4 2024 Feb 14, 2025	SELL	$38.63 - $40.03 $6,451 - $6,685	-167 Reduced 2.2%	7,427 $293,000
Q3 2024 Nov 14, 2024	SELL	$37.79 - $38.95 $115,864 - $119,420	-3,066 Reduced 28.76%	7,594 $295,000

Q2 2024 Aug 14, 2024	SELL	$37.05 - $38.29 $3,371 - $3,484	-91 Reduced 0.85%	10,660 $408,000
Q1 2024 May 10, 2024	SELL	$35.88 - $37.5 $18,083 - $18,900	-504 Reduced 4.48%	10,751 $403,000
Q4 2023 Feb 09, 2024	SELL	$33.24 - $36.16 $25,694 - $27,951	-773 Reduced 6.43%	11,255 $406,000
Q3 2023 Nov 09, 2023	BUY	$33.33 - $34.11 $21,864 - $22,376	656 Added 5.77%	12,028 $408,000
Q2 2023 Aug 07, 2023	SELL	$31.61 - $33.47 $73,398 - $77,717	-2,322 Reduced 16.96%	11,372 $381,000
Q1 2023 May 15, 2023	SELL	$29.91 - $31.63 $6,340 - $6,705	-212 Reduced 1.52%	13,694 $433,000
Q4 2022 Feb 13, 2023	SELL	$28.48 - $30.65 $80,342 - $86,463	-2,821 Reduced 16.86%	13,906 $418,000
Q2 2022 Aug 10, 2022	BUY	$27.6 - $30.33 $40,268 - $44,251	1,459 Added 9.56%	16,727 $470,000
Q1 2022 May 16, 2022	BUY	$29.01 - $30.55 $442,924 - $466,437	15,268 New	15,268 $462,000

Others Institutions Holding POCT

# of Institutions

222

Shares Held

18.2M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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