Betterment LLC
PTF icon

Betterment LLC’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Betterment LLC’s Portfolio PTF Stock Details PTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$600K Buy
6,953
+1,295
+23% +$113K ﹤0.01% 400
2025
Q4 		$433K Buy
5,658
+1,725
+44% +$135K ﹤0.01% 437
2025
Q3 		$294K Buy
+3,933
New +$274K ﹤0.01% 457

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

Betterment LLC's PTF Position: Q1 2026 in Review

Betterment LLC increased its Invesco Dorsey Wright Technology Momentum ETF (PTF) stake by 23% in Q1 2026, buying an estimated $113K and bringing the position to 6,953 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Betterment LLC first reported a position in PTF in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold PTF as of Q1 2026.

  • Betterment LLC held 6,953 shares of Invesco Dorsey Wright Technology Momentum ETF worth $600K as of Q1 2026.
  • Betterment LLC bought 1,295 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2026, an estimated $113K.
  • Invesco Dorsey Wright Technology Momentum ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #400 holding.
  • Betterment LLC first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2026.

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