Betterment LLC
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Betterment LLC’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Betterment LLC’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$496K Buy
8,771
+530
+6% +$33.3K ﹤0.01% 438
2025
Q4 		$553K Sell
8,241
-7
-0.1% -$469 ﹤0.01% 380
2025
Q3 		$569K Sell
8,248
-88
-1% -$6.23K ﹤0.01% 360
2025
Q2 		$574K Buy
8,336
+90
+1% +$5.82K ﹤0.01% 334
2025
Q1 		$528K Sell
8,246
-611
-7% -$41.6K ﹤0.01% 332
2024
Q4 		$591K Sell
8,857
-304
-3% -$20.9K ﹤0.01% 304
2024
Q3 		$625K Sell
9,161
-948
-9% -$60.7K ﹤0.01% 290
2024
Q2 		$618K Sell
10,109
-1,059
-9% -$68.3K ﹤0.01% 265
2024
Q1 		$737K Sell
11,168
-489
-4% -$30.7K ﹤0.01% 228
2023
Q4 		$725K Sell
11,657
-346
-3% -$18.7K ﹤0.01% 204
2023
Q3 		$620K Sell
12,003
-11,627
-49% -$624K ﹤0.01% 202
2023
Q2 		$1.24M Buy
23,630
+782
+3% +$40.5K ﹤0.01% 137
2023
Q1 		$1.16M Buy
22,848
+490
+2% +$25.4K ﹤0.01% 142
2022
Q4 		$1.05M Buy
22,358
+2,345
+12% +$111K ﹤0.01% 145
2022
Q3 		$983K Hold
20,013
– – ﹤0.01% 145
2022
Q2 		$983K Buy
20,013
+549
+3% +$30.8K ﹤0.01% 145
2022
Q1 		$1.25M Buy
19,464
+587
+3% +$39.8K ﹤0.01% 133
2021
Q4 		$1.46M Buy
18,877
+594
+3% +$47K ﹤0.01% 120
2021
Q3 		$1.37M Buy
18,283
+377
+2% +$30K ﹤0.01% 119
2021
Q2 		$1.37M Sell
17,906
-630
-3% -$49K ﹤0.01% 113
2021
Q1 		$1.34M Buy
18,536
+658
+4% +$46.8K 0.01% 93
2020
Q4 		$1.21M Buy
17,878
+4,491
+34% +$273K 0.01% 90
2020
Q3 		$728K Buy
13,387
+68
+0.5% +$3.72K ﹤0.01% 87
2020
Q2 		$690K Buy
13,319
+1,169
+10% +$55.5K ﹤0.01% 88
2020
Q1 		$494K Buy
12,150
+10
+0.1% +$576 ﹤0.01% 90
2019
Q4 		$776K Sell
12,140
-586
-5% -$36K ﹤0.01% 84
2019
Q3 		$760K Hold
12,726
– – ﹤0.01% 81
2019
Q2 		$760K Buy
12,726
+3,575
+39% +$211K ﹤0.01% 81
2019
Q1 		$524K Buy
9,151
+3,292
+56% +$183K ﹤0.01% 89
2018
Q4 		$293K Sell
5,859
-2,408
-29% -$132K ﹤0.01% 96
2018
Q3 		$508K Buy
8,267
+345
+4% +$21.5K ﹤0.01% 85
2018
Q2 		$475K Buy
7,922
+245
+3% +$15K ﹤0.01% 84
2018
Q1 		$468K Buy
7,677
+507
+7% +$32.3K ﹤0.01% 83
2017
Q4 		$446K Buy
7,170
+1,923
+37% +$121K ﹤0.01% 78
2017
Q3 		$332K Buy
5,247
+624
+13% +$39.4K ﹤0.01% 78
2017
Q2 		$288K Sell
4,623
-344
-7% -$21.1K ﹤0.01% 69
2017
Q1 		$290K Buy
4,967
+1,566
+46% +$91.1K ﹤0.01% 62
2016
Q4 		$189K Sell
3,401
-230
-6% -$12.5K ﹤0.01% 64
2016
Q3 		$197K Buy
3,631
+1,022
+39% +$54.6K ﹤0.01% 51
2016
Q2 		$131K Buy
2,609
+355
+16% +$18.4K ﹤0.01% 45
2016
Q1 		$116K Buy
+2,254
New +$109K ﹤0.01% 37

Other funds holding PSP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $234M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Betterment LLC's PSP Position: Q1 2026 in Review

Betterment LLC increased its Invesco Global Listed Private Equity ETF (PSP) stake by 6.4% in Q1 2026, buying an estimated $33.3K and bringing the position to 8,771 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Betterment LLC first reported a position in PSP in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.46M in Q4 2021. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2026.

  • Betterment LLC held 8,771 shares of Invesco Global Listed Private Equity ETF worth $496K as of Q1 2026.
  • Betterment LLC bought 530 Invesco Global Listed Private Equity ETF shares in Q1 2026, an estimated $33.3K.
  • Invesco Global Listed Private Equity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #438 holding.
  • Betterment LLC first reported a position in Invesco Global Listed Private Equity ETF in Q1 2016 and has held it in 41 quarters since.
  • Betterment LLC's Invesco Global Listed Private Equity ETF position peaked at $1.46M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2026.

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