Betterment LLC
QQQM icon

Betterment LLC’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Betterment LLC’s Portfolio QQQM Stock Details QQQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74M Buy
244,300
+43,263
+22% +$12.3M 0.13% 58
2026
Q1 		$47.8M Buy
201,037
+26,957
+15% +$6.74M 0.09% 71
2025
Q4 		$44M Buy
174,080
+20,069
+13% +$5.07M 0.08% 71
2025
Q3 		$38.1M Buy
154,011
+37,799
+33% +$8.91M 0.08% 75
2025
Q2 		$26.4M Buy
116,212
+61,095
+111% +$12.5M 0.06% 82
2025
Q1 		$10.6M Buy
55,117
+25,966
+89% +$5.43M 0.03% 109
2024
Q4 		$6.13M Buy
29,151
+3,810
+15% +$793K 0.01% 131
2024
Q3 		$5.09M Buy
25,341
+9,096
+56% +$1.77M 0.01% 128
2024
Q2 		$3.2M Sell
16,245
-2,308
-12% -$427K 0.01% 138
2024
Q1 		$3.39M Buy
18,553
+13,057
+238% +$2.3M 0.01% 116
2023
Q4 		$926K Buy
5,496
+1,729
+46% +$270K ﹤0.01% 186
2023
Q3 		$555K Buy
3,767
+184
+5% +$28.1K ﹤0.01% 209
2023
Q2 		$545K Sell
3,583
-680
-16% -$94.2K ﹤0.01% 192
2023
Q1 		$563K Buy
4,263
+177
+4% +$21.5K ﹤0.01% 188
2022
Q4 		$448K Buy
+4,086
New +$465K ﹤0.01% 192

Other funds holding QQQM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC's QQQM Position: Q2 2026 in Review

Betterment LLC increased its Invesco NASDAQ 100 ETF (QQQM) stake by 22% in Q2 2026, buying an estimated $12.3M and bringing the position to 244,300 shares worth $74M. The position accounts for 0.13% of the portfolio, ranked #58.

Betterment LLC first reported a position in QQQM in Q4 2022 and has held it in 15 quarters since. 1,344 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Betterment LLC held 244,300 shares of Invesco NASDAQ 100 ETF worth $74M as of Q2 2026.
  • Betterment LLC bought 43,263 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $12.3M.
  • Invesco NASDAQ 100 ETF made up 0.13% of Betterment LLC's portfolio in Q2 2026, its #58 holding.
  • Betterment LLC first reported a position in Invesco NASDAQ 100 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.