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
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

OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Betterment LLC's ELCV Position: Q1 2026 in Review

Betterment LLC reduced its Eventide High Dividend ETF (ELCV) stake by 3% in Q1 2026, selling an estimated $10.1K and leaving 11,254 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Betterment LLC first reported a position in ELCV in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold ELCV as of Q1 2026.

  • Betterment LLC held 11,254 shares of Eventide High Dividend ETF worth $326K as of Q1 2026.
  • Betterment LLC sold 353 Eventide High Dividend ETF shares in Q1 2026, an estimated $10.1K.
  • Eventide High Dividend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #519 holding.
  • Betterment LLC first reported a position in Eventide High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Eventide High Dividend ETF as of Q1 2026.

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