Betterment LLC
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Betterment LLC’s Impact Shares NAACP Minority Empowerment ETF NACP Stock Holding History

Betterment LLC’s Portfolio NACP Stock Details NACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,985
Closed -$531K – 684
2026
Q1 		$531K Sell
10,985
-1,846
-14% -$93.2K ﹤0.01% 427
2025
Q4 		$632K Sell
12,831
-1,775
-12% -$86.8K ﹤0.01% 363
2025
Q3 		$696K Sell
14,606
-6,499
-31% -$293K ﹤0.01% 333
2025
Q2 		$923K Sell
21,105
-81,793
-79% -$3.31M ﹤0.01% 280
2025
Q1 		$4.1M Buy
102,898
+1,864
+2% +$77.8K 0.01% 156
2024
Q4 		$4.13M Buy
101,034
+646
+0.6% +$27.3K 0.01% 148
2024
Q3 		$4.15M Buy
100,388
+516
+0.5% +$20.5K 0.01% 135
2024
Q2 		$3.94M Buy
99,872
+2,518
+3% +$96.2K 0.01% 131
2024
Q1 		$3.73M Sell
97,354
-1,410
-1% -$51K 0.01% 113
2023
Q4 		$3.35M Buy
98,764
+1
+0% +$32 0.01% 107
2023
Q3 		$3.05M Sell
98,763
-771
-0.8% -$24.7K 0.01% 100
2023
Q2 		$3.15M Sell
99,534
-1,514
-1% -$45.1K 0.01% 98
2023
Q1 		$2.94M Buy
101,048
+1,762
+2% +$49.4K 0.01% 108
2022
Q4 		$2.64M Buy
99,286
+1,571
+2% +$43.3K 0.01% 109
2022
Q3 		$2.71M Hold
97,715
– – 0.01% 105
2022
Q2 		$2.71M Buy
97,715
+2,470
+3% +$74.5K 0.01% 105
2022
Q1 		$3.19M Buy
95,245
+6,136
+7% +$203K 0.01% 102
2021
Q4 		$3.18M Sell
89,109
-259
-0.3% -$9.13K 0.01% 100
2021
Q3 		$2.92M Buy
89,368
+9,547
+12% +$321K 0.01% 103
2021
Q2 		$2.62M Buy
79,821
+16,092
+25% +$512K 0.01% 98
2021
Q1 		$1.94M Buy
63,729
+27,693
+77% +$822K 0.01% 84
2020
Q4 		$1.04M Buy
+36,036
New +$986K ﹤0.01% 95

Other funds holding NACP

ZS
Zenith Solutions Philadelphia, Pennsylvania $110M AUM
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Betterment LLC's NACP Position: Q2 2026 in Review

Betterment LLC sold out of Impact Shares NAACP Minority Empowerment ETF (NACP) in Q2 2026, closing a stake of 10,985 shares — an estimated $531K sold.

Betterment LLC first reported a position in NACP in Q4 2020 and held it in 22 quarters. The position peaked at $4.15M in Q3 2024. 45 funds tracked by Wall St. Rank hold NACP as of Q2 2026.

  • Betterment LLC reported no remaining Impact Shares NAACP Minority Empowerment ETF position as of Q2 2026 after selling out during the quarter.
  • Betterment LLC sold 10,985 Impact Shares NAACP Minority Empowerment ETF shares in Q2 2026, an estimated $531K.
  • Betterment LLC first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q4 2020 and held it in 22 quarters.
  • Betterment LLC's Impact Shares NAACP Minority Empowerment ETF position peaked at $4.15M in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q2 2026.

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