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
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

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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Betterment LLC's CFIT Position: Q1 2026 in Review

Betterment LLC reduced its Cambria Fixed Income Trend ETF (CFIT) stake by 0.23% in Q1 2026, selling an estimated $3.39K and leaving 58,292 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Betterment LLC first reported a position in CFIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.47M in Q4 2025. 10 funds tracked by Wall St. Rank hold CFIT as of Q1 2026.

  • Betterment LLC held 58,292 shares of Cambria Fixed Income Trend ETF worth $1.45M as of Q1 2026.
  • Betterment LLC sold 133 Cambria Fixed Income Trend ETF shares in Q1 2026, an estimated $3.39K.
  • Cambria Fixed Income Trend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #276 holding.
  • Betterment LLC first reported a position in Cambria Fixed Income Trend ETF in Q2 2025 and has held it in 4 quarters since.
  • Betterment LLC's Cambria Fixed Income Trend ETF position peaked at $1.47M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Cambria Fixed Income Trend ETF as of Q1 2026.

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