Betterment LLC’s SGI Enhanced Global Income ETF GINX Stock Holding History

Betterment LLC’s Portfolio GINX Stock Details GINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-54,243	Closed	-$1.47M	–	509
2025 Q1	$1.47M	Buy	54,243 +4,863	+10%	+$131K	﹤0.01%	229
2024 Q4	$1.27M	Buy	49,380 +8,904	+22%	+$238K	﹤0.01%	237
2024 Q3	$1.09M	Buy	40,476 +19,701	+95%	+$519K	﹤0.01%	226
2024 Q2	$542K	Buy	+20,775	New	+$535K	﹤0.01%	279

Other funds holding GINX

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Betterment LLC's GINX Position: Q2 2025 in Review

Betterment LLC sold out of SGI Enhanced Global Income ETF (GINX) in Q2 2025, closing a stake of 54,243 shares — an estimated $1.47M sold.

Betterment LLC first reported a position in GINX in Q2 2024 and held it in 4 quarters. The position peaked at $1.47M in Q1 2025. 3 funds tracked by Wall St. Rank hold GINX as of Q2 2025.

Betterment LLC reported no remaining SGI Enhanced Global Income ETF position as of Q2 2025 after selling out during the quarter.
Betterment LLC sold 54,243 SGI Enhanced Global Income ETF shares in Q2 2025, an estimated $1.47M.
Betterment LLC first reported a position in SGI Enhanced Global Income ETF in Q2 2024 and held it in 4 quarters.
Betterment LLC's SGI Enhanced Global Income ETF position peaked at $1.47M in Q1 2025.
3 funds tracked by Wall St. Rank held SGI Enhanced Global Income ETF as of Q2 2025.

Based on Betterment LLC's 13F filing for Q2 2025, filed 14 Aug 2025.