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
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 $377B AUM 19.32% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 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 $71.6B AUM 21.08% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Betterment LLC's ACVF Position: Q1 2026 in Review

Betterment LLC reduced its American Conservative Values ETF (ACVF) stake by 13% in Q1 2026, selling an estimated $41.5K and leaving 5,374 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Betterment LLC first reported a position in ACVF in Q3 2024 and has held it in 7 quarters since. The position peaked at $313K in Q2 2025. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Betterment LLC held 5,374 shares of American Conservative Values ETF worth $256K as of Q1 2026.
  • Betterment LLC sold 838 American Conservative Values ETF shares in Q1 2026, an estimated $41.5K.
  • American Conservative Values ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #556 holding.
  • Betterment LLC first reported a position in American Conservative Values ETF in Q3 2024 and has held it in 7 quarters since.
  • Betterment LLC's American Conservative Values ETF position peaked at $313K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.