Avion Wealth’s Better Home & Finance Holding BETR Stock Holding History

Avion Wealth’s Portfolio BETR Stock Details BETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-46	Closed	–	–	1177
2025 Q1	$0	Buy	+46	New	+$498	﹤0.01%	1028

Other funds holding BETR

PBRA

Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KDIA

KPCB DGF II Associates Menlo Park, California $78.6M AUM 104.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avion Wealth's BETR Position: Q2 2025 in Review

Avion Wealth sold out of Better Home & Finance Holding (BETR) in Q2 2025, closing a stake of 46 shares.

Avion Wealth first reported a position in BETR in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 50 funds tracked by Wall St. Rank hold BETR as of Q2 2025.

Avion Wealth reported no remaining Better Home & Finance Holding position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 46 Better Home & Finance Holding shares in Q2 2025.
Avion Wealth first reported a position in Better Home & Finance Holding in Q1 2025 and held it in 1 quarter.
Avion Wealth's Better Home & Finance Holding position peaked at $0 in Q1 2025.
50 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.