Betterment LLC
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Betterment LLC’s Global X Defense Tech ETF SHLD Stock Holding History

Betterment LLC’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$533K Buy
8,926
+3,455
+63% +$230K ﹤0.01% 467
2026
Q1 		$388K Buy
+5,471
New +$408K ﹤0.01% 487

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Betterment LLC's SHLD Position: Q2 2026 in Review

Betterment LLC increased its Global X Defense Tech ETF (SHLD) stake by 63% in Q2 2026, buying an estimated $230K and bringing the position to 8,926 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Betterment LLC first reported a position in SHLD in Q1 2026 and has held it in 2 quarters since. 606 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

  • Betterment LLC held 8,926 shares of Global X Defense Tech ETF worth $533K as of Q2 2026.
  • Betterment LLC bought 3,455 Global X Defense Tech ETF shares in Q2 2026, an estimated $230K.
  • Global X Defense Tech ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #467 holding.
  • Betterment LLC first reported a position in Global X Defense Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 606 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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