Betterment LLC
RSSX

Betterment LLC’s Return Stacked U.S. Stocks & Gold/Bitcoin ETF RSSX Stock Holding History

Betterment LLC’s Portfolio RSSX Stock Details RSSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-22,928
Closed -$584K – 634
2025
Q4 		$584K Buy
+22,928
New +$594K ﹤0.01% 372

Other funds holding RSSX

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Betterment LLC's RSSX Position: Q1 2026 in Review

Betterment LLC sold out of Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) in Q1 2026, closing a stake of 22,928 shares — an estimated $584K sold.

Betterment LLC first reported a position in RSSX in Q4 2025 and held it in 1 quarter. The position peaked at $584K in Q4 2025. 11 funds tracked by Wall St. Rank hold RSSX as of Q1 2026.

  • Betterment LLC reported no remaining Return Stacked U.S. Stocks & Gold/Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Betterment LLC sold 22,928 Return Stacked U.S. Stocks & Gold/Bitcoin ETF shares in Q1 2026, an estimated $584K.
  • Betterment LLC first reported a position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF in Q4 2025 and held it in 1 quarter.
  • Betterment LLC's Return Stacked U.S. Stocks & Gold/Bitcoin ETF position peaked at $584K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Gold/Bitcoin ETF as of Q1 2026.

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