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 Q1	$253K	Buy	+2,249	New	+$254K	﹤0.01%	557

Other funds holding CSD

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Betterment LLC's CSD Position: Q1 2026 in Review

Betterment LLC opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q1 2026: 2,249 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings.

40 funds tracked by Wall St. Rank hold CSD as of Q1 2026.

Betterment LLC held 2,249 shares of Invesco S&P Spin-Off ETF worth $253K as of Q1 2026.
Invesco S&P Spin-Off ETF was a new Betterment LLC position in Q1 2026.
Invesco S&P Spin-Off ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #557 holding.
40 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2026.

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