Betterment LLC
ELCV

Betterment LLC’s Eventide High Dividend ETF ELCV Stock Holding History

Betterment LLC’s Portfolio ELCV Stock Details ELCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$397K Buy
12,085
+831
+7% +$25.9K ﹤0.01% 533
2026
Q1 		$326K Sell
11,254
-353
-3% -$10.1K ﹤0.01% 519
2025
Q4 		$308K Buy
11,607
+263
+2% +$7.03K ﹤0.01% 488
2025
Q3 		$303K Buy
+11,344
New +$296K ﹤0.01% 453

Other funds holding ELCV

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Betterment LLC's ELCV Position: Q2 2026 in Review

Betterment LLC increased its Eventide High Dividend ETF (ELCV) stake by 7.4% in Q2 2026, buying an estimated $25.9K and bringing the position to 12,085 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Betterment LLC first reported a position in ELCV in Q3 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold ELCV as of Q2 2026.

  • Betterment LLC held 12,085 shares of Eventide High Dividend ETF worth $397K as of Q2 2026.
  • Betterment LLC bought 831 Eventide High Dividend ETF shares in Q2 2026, an estimated $25.9K.
  • Eventide High Dividend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #533 holding.
  • Betterment LLC first reported a position in Eventide High Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q2 2026.

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