Betterment LLC
PSCC icon

Betterment LLC’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

Betterment LLC’s Portfolio PSCC Stock Details PSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$549K Sell
17,408
-124
-0.7% -$4.1K ﹤0.01% 421
2025
Q4 		$545K Sell
17,532
-2,412
-12% -$76.9K ﹤0.01% 384
2025
Q3 		$658K Buy
19,944
+10,368
+108% +$358K ﹤0.01% 341
2025
Q2 		$318K Buy
+9,576
New +$329K ﹤0.01% 424

Other funds holding PSCC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Betterment LLC's PSCC Position: Q1 2026 in Review

Betterment LLC reduced its Invesco S&P SmallCap Consumer Staples ETF (PSCC) stake by 0.71% in Q1 2026, selling an estimated $4.1K and leaving 17,408 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Betterment LLC first reported a position in PSCC in Q2 2025 and has held it in 4 quarters since. The position peaked at $658K in Q3 2025. 35 funds tracked by Wall St. Rank hold PSCC as of Q1 2026.

  • Betterment LLC held 17,408 shares of Invesco S&P SmallCap Consumer Staples ETF worth $549K as of Q1 2026.
  • Betterment LLC sold 124 Invesco S&P SmallCap Consumer Staples ETF shares in Q1 2026, an estimated $4.1K.
  • Invesco S&P SmallCap Consumer Staples ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #421 holding.
  • Betterment LLC first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q2 2025 and has held it in 4 quarters since.
  • Betterment LLC's Invesco S&P SmallCap Consumer Staples ETF position peaked at $658K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q1 2026.

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