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
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

CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $137M AUM
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Betterment LLC's NACP Position: Q1 2026 in Review

Betterment LLC reduced its Impact Shares NAACP Minority Empowerment ETF (NACP) stake by 14% in Q1 2026, selling an estimated $93.2K and leaving 10,985 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Betterment LLC first reported a position in NACP in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.15M in Q3 2024. 47 funds tracked by Wall St. Rank hold NACP as of Q1 2026.

  • Betterment LLC held 10,985 shares of Impact Shares NAACP Minority Empowerment ETF worth $531K as of Q1 2026.
  • Betterment LLC sold 1,846 Impact Shares NAACP Minority Empowerment ETF shares in Q1 2026, an estimated $93.2K.
  • Impact Shares NAACP Minority Empowerment ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #427 holding.
  • Betterment LLC first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q4 2020 and has held it in 22 quarters since.
  • Betterment LLC's Impact Shares NAACP Minority Empowerment ETF position peaked at $4.15M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q1 2026.

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