Betterment LLC
RSST icon

Betterment LLC’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

Betterment LLC’s Portfolio RSST Stock Details RSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,369
Closed -$200K – 468
2024
Q4 		$200K Buy
8,369
+177
+2% +$4.24K ﹤0.01% 444
2024
Q3 		$201K Buy
+8,192
New +$195K ﹤0.01% 421

Other funds holding RSST

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $241M AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return

Betterment LLC's RSST Position: Q1 2025 in Review

Betterment LLC sold out of Return Stacked US Stocks & Managed Futures ETF (RSST) in Q1 2025, closing a stake of 8,369 shares — an estimated $200K sold.

Betterment LLC first reported a position in RSST in Q3 2024 and held it in 2 quarters. The position peaked at $201K in Q3 2024. 65 funds tracked by Wall St. Rank hold RSST as of Q1 2025.

  • Betterment LLC reported no remaining Return Stacked US Stocks & Managed Futures ETF position as of Q1 2025 after selling out during the quarter.
  • Betterment LLC sold 8,369 Return Stacked US Stocks & Managed Futures ETF shares in Q1 2025, an estimated $200K.
  • Betterment LLC first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q3 2024 and held it in 2 quarters.
  • Betterment LLC's Return Stacked US Stocks & Managed Futures ETF position peaked at $201K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q1 2025.

Based on Betterment LLC's 13F filing for Q1 2025, filed 15 May 2025.