Betterment LLC
CFIT

Betterment LLC’s Cambria Fixed Income Trend ETF CFIT Stock Holding History

Betterment LLC’s Portfolio CFIT Stock Details CFIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Buy
58,617
+325
+0.6% +$8.4K ﹤0.01% 292
2026
Q1 		$1.45M Sell
58,292
-133
-0.2% -$3.39K ﹤0.01% 276
2025
Q4 		$1.47M Buy
58,425
+1,274
+2% +$32.2K ﹤0.01% 266
2025
Q3 		$1.43M Buy
57,151
+9,177
+19% +$229K ﹤0.01% 256
2025
Q2 		$1.19M Buy
+47,974
New +$1.17M ﹤0.01% 260

Other funds holding CFIT

SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Betterment LLC's CFIT Position: Q2 2026 in Review

Betterment LLC increased its Cambria Fixed Income Trend ETF (CFIT) stake by 0.56% in Q2 2026, buying an estimated $8.4K and bringing the position to 58,617 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Betterment LLC first reported a position in CFIT in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold CFIT as of Q2 2026.

  • Betterment LLC held 58,617 shares of Cambria Fixed Income Trend ETF worth $1.53M as of Q2 2026.
  • Betterment LLC bought 325 Cambria Fixed Income Trend ETF shares in Q2 2026, an estimated $8.4K.
  • Cambria Fixed Income Trend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #292 holding.
  • Betterment LLC first reported a position in Cambria Fixed Income Trend ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Cambria Fixed Income Trend ETF as of Q2 2026.

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