Betterment LLC
RSPE icon

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

Betterment LLC’s Portfolio RSPE Stock Details RSPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Sell
15,532
-285
-2% -$9.16K ﹤0.01% 470
2026
Q1 		$465K Buy
15,817
+292
+2% +$8.95K ﹤0.01% 455
2025
Q4 		$462K Buy
+15,525
New +$453K ﹤0.01% 421

Other funds holding RSPE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Betterment LLC's RSPE Position: Q2 2026 in Review

Betterment LLC reduced its Invesco ESG S&P 500 Equal Weight ETF (RSPE) stake by 1.8% in Q2 2026, selling an estimated $9.16K and leaving 15,532 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Betterment LLC first reported a position in RSPE in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold RSPE as of Q2 2026.

  • Betterment LLC held 15,532 shares of Invesco ESG S&P 500 Equal Weight ETF worth $527K as of Q2 2026.
  • Betterment LLC sold 285 Invesco ESG S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $9.16K.
  • Invesco ESG S&P 500 Equal Weight ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #470 holding.
  • Betterment LLC first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q2 2026.

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