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
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 $435M AUM 13.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Betterment LLC's RSPE Position: Q1 2026 in Review

Betterment LLC increased its Invesco ESG S&P 500 Equal Weight ETF (RSPE) stake by 1.9% in Q1 2026, buying an estimated $8.95K and bringing the position to 15,817 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Betterment LLC first reported a position in RSPE in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold RSPE as of Q1 2026.

  • Betterment LLC held 15,817 shares of Invesco ESG S&P 500 Equal Weight ETF worth $465K as of Q1 2026.
  • Betterment LLC bought 292 Invesco ESG S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $8.95K.
  • Invesco ESG S&P 500 Equal Weight ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #455 holding.
  • Betterment LLC first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q1 2026.

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