Betterment LLC
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Betterment LLC’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Betterment LLC’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$565K Buy
3,776
+1,527
+68% +$204K ﹤0.01% 449
2026
Q1 		$253K Buy
+2,249
New +$254K ﹤0.01% 557

Other funds holding CSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Betterment LLC's CSD Position: Q2 2026 in Review

Betterment LLC increased its Invesco S&P Spin-Off ETF (CSD) stake by 68% in Q2 2026, buying an estimated $204K and bringing the position to 3,776 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Betterment LLC first reported a position in CSD in Q1 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CSD as of Q2 2026.

  • Betterment LLC held 3,776 shares of Invesco S&P Spin-Off ETF worth $565K as of Q2 2026.
  • Betterment LLC bought 1,527 Invesco S&P Spin-Off ETF shares in Q2 2026, an estimated $204K.
  • Invesco S&P Spin-Off ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #449 holding.
  • Betterment LLC first reported a position in Invesco S&P Spin-Off ETF in Q1 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2026.

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