Betterment LLC
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Betterment LLC’s American Conservative Values ETF ACVF Stock Holding History

Betterment LLC’s Portfolio ACVF Stock Details ACVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,374
Closed -$256K – 676
2026
Q1 		$256K Sell
5,374
-838
-13% -$41.5K ﹤0.01% 556
2025
Q4 		$307K Sell
6,212
-101
-2% -$4.97K ﹤0.01% 489
2025
Q3 		$311K Sell
6,313
-317
-5% -$15.3K ﹤0.01% 449
2025
Q2 		$313K Buy
6,630
+95
+1% +$4.16K ﹤0.01% 426
2025
Q1 		$280K Sell
6,535
-230
-3% -$10.2K ﹤0.01% 410
2024
Q4 		$296K Buy
6,765
+404
+6% +$18K ﹤0.01% 386
2024
Q3 		$278K Buy
+6,361
New +$267K ﹤0.01% 380

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Betterment LLC's ACVF Position: Q2 2026 in Review

Betterment LLC sold out of American Conservative Values ETF (ACVF) in Q2 2026, closing a stake of 5,374 shares — an estimated $256K sold.

Betterment LLC first reported a position in ACVF in Q3 2024 and held it in 7 quarters. The position peaked at $313K in Q2 2025. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • Betterment LLC reported no remaining American Conservative Values ETF position as of Q2 2026 after selling out during the quarter.
  • Betterment LLC sold 5,374 American Conservative Values ETF shares in Q2 2026, an estimated $256K.
  • Betterment LLC first reported a position in American Conservative Values ETF in Q3 2024 and held it in 7 quarters.
  • Betterment LLC's American Conservative Values ETF position peaked at $313K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.