Betterment LLC
OSCV icon

Betterment LLC’s Opus Small Cap Value ETF OSCV Stock Holding History

Betterment LLC’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,176
Closed -$377K – 625
2025
Q4 		$377K Buy
10,176
+1,680
+20% +$62.9K ﹤0.01% 456
2025
Q3 		$325K Buy
8,496
+1,021
+14% +$38.2K ﹤0.01% 446
2025
Q2 		$270K Buy
+7,475
New +$260K ﹤0.01% 447

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ACA
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IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Betterment LLC's OSCV Position: Q1 2026 in Review

Betterment LLC sold out of Opus Small Cap Value ETF (OSCV) in Q1 2026, closing a stake of 10,176 shares — an estimated $377K sold.

Betterment LLC first reported a position in OSCV in Q2 2025 and held it in 3 quarters. The position peaked at $377K in Q4 2025. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Betterment LLC reported no remaining Opus Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Betterment LLC sold 10,176 Opus Small Cap Value ETF shares in Q1 2026, an estimated $377K.
  • Betterment LLC first reported a position in Opus Small Cap Value ETF in Q2 2025 and held it in 3 quarters.
  • Betterment LLC's Opus Small Cap Value ETF position peaked at $377K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

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