Betterment LLC
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Betterment LLC’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Betterment LLC’s Portfolio CTA Stock Details CTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$531K Buy
19,867
+71
+0.4% +$1.9K ﹤0.01% 349
2025
Q1 		$586K Buy
19,796
+517
+3% +$15.3K ﹤0.01% 317
2024
Q4 		$538K Buy
19,279
+927
+5% +$25.9K ﹤0.01% 315
2024
Q3 		$477K Buy
+18,352
New +$477K ﹤0.01% 316