Betterment LLC
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Betterment LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Betterment LLC’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$730K Buy
3,433
+321
+10% +$65.7K ﹤0.01% 406
2026
Q1 		$597K Sell
3,112
-82
-3% -$16.3K ﹤0.01% 402
2025
Q4 		$612K Buy
3,194
+853
+36% +$162K ﹤0.01% 367
2025
Q3 		$444K Sell
2,341
-794
-25% -$148K ﹤0.01% 406
2025
Q2 		$570K Buy
3,135
+50
+2% +$8.63K ﹤0.01% 339
2025
Q1 		$534K Sell
3,085
-674
-18% -$120K ﹤0.01% 330
2024
Q4 		$659K Buy
3,759
+594
+19% +$107K ﹤0.01% 291
2024
Q3 		$567K Sell
3,165
-880
-22% -$150K ﹤0.01% 297
2024
Q2 		$665K Buy
4,045
+24
+0.6% +$3.95K ﹤0.01% 259
2024
Q1 		$681K Buy
4,021
+357
+10% +$57.3K ﹤0.01% 231
2023
Q4 		$578K Buy
3,664
+1,935
+112% +$281K ﹤0.01% 219
2023
Q3 		$245K Sell
1,729
-1,643
-49% -$245K ﹤0.01% 277
2023
Q2 		$505K Buy
3,372
+260
+8% +$37.5K ﹤0.01% 199
2023
Q1 		$450K Buy
3,112
+166
+6% +$24.3K ﹤0.01% 205
2022
Q4 		$416K Buy
2,946
+178
+6% +$24.9K ﹤0.01% 201
2022
Q3 		$372K Hold
2,768
– – ﹤0.01% 195
2022
Q2 		$372K Buy
2,768
+257
+10% +$37.6K ﹤0.01% 195
2022
Q1 		$396K Buy
2,511
+220
+10% +$34.3K ﹤0.01% 187
2021
Q4 		$373K Buy
2,291
+187
+9% +$29.5K ﹤0.01% 175
2021
Q3 		$315K Buy
+2,104
New +$322K ﹤0.01% 171

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Betterment LLC's RSP Position: Q2 2026 in Review

Betterment LLC increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2026, buying an estimated $65.7K and bringing the position to 3,433 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Betterment LLC first reported a position in RSP in Q3 2021 and has held it in 20 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Betterment LLC held 3,433 shares of Invesco S&P 500 Equal Weight ETF worth $730K as of Q2 2026.
  • Betterment LLC bought 321 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $65.7K.
  • Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #406 holding.
  • Betterment LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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