Betterment LLC
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Betterment LLC’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Betterment LLC’s Portfolio SPHB Stock Details SPHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Sell
2025
Q1 		$225K Buy
2024
Q4 		$230K Sell
2024
Q3 		$240K Sell
2024
Q2 		$251K Sell
2024
Q1 		$345K Buy
2023
Q4 		$317K Buy
2023
Q3 		$263K Buy
2023
Q2 		$281K Buy
2023
Q1 		$257K Buy