Betterment LLC’s SGI Enhanced Nasdaq-100 ETF QXQ Stock Holding History

Betterment LLC’s Portfolio QXQ Stock Details QXQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33M	Sell	71,052 -3,397	-5%	-$104K	﹤0.01%	245
2026 Q1	$1.91M	Buy	74,449 +10,216	+16%	+$277K	﹤0.01%	249
2025 Q4	$1.76M	Buy	64,233 +10,533	+20%	+$331K	﹤0.01%	245
2025 Q3	$1.67M	Buy	53,700 +2,669	+5%	+$78.9K	﹤0.01%	244
2025 Q2	$1.45M	Sell	51,031 -3,361	-6%	-$86.4K	﹤0.01%	241
2025 Q1	$1.35M	Buy	54,392 +7,425	+16%	+$200K	﹤0.01%	237
2024 Q4	$1.27M	Buy	46,967 +5,339	+13%	+$145K	﹤0.01%	236
2024 Q3	$1.09M	Buy	+41,628	New	+$1.05M	﹤0.01%	227

Other funds holding QXQ

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC's QXQ Position: Q2 2026 in Review

Betterment LLC reduced its SGI Enhanced Nasdaq-100 ETF (QXQ) stake by 4.6% in Q2 2026, selling an estimated $104K and leaving 71,052 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Betterment LLC first reported a position in QXQ in Q3 2024 and has held it in 8 quarters since. 3 funds tracked by Wall St. Rank hold QXQ as of Q2 2026.

Betterment LLC held 71,052 shares of SGI Enhanced Nasdaq-100 ETF worth $2.33M as of Q2 2026.
Betterment LLC sold 3,397 SGI Enhanced Nasdaq-100 ETF shares in Q2 2026, an estimated $104K.
SGI Enhanced Nasdaq-100 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #245 holding.
Betterment LLC first reported a position in SGI Enhanced Nasdaq-100 ETF in Q3 2024 and has held it in 8 quarters since.
3 funds tracked by Wall St. Rank held SGI Enhanced Nasdaq-100 ETF as of Q2 2026.

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