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
2026
Q2 		$356K Sell
2,285
-84
-4% -$11.7K ﹤0.01% 548
2026
Q1 		$275K Buy
2,369
+316
+15% +$38.2K ﹤0.01% 550
2025
Q4 		$240K Sell
2,053
-133
-6% -$15.1K ﹤0.01% 523
2025
Q3 		$240K Sell
2,186
-274
-11% -$28.5K ﹤0.01% 490
2025
Q2 		$240K Sell
2,460
-418
-15% -$35.3K ﹤0.01% 469
2025
Q1 		$225K Buy
2,878
+278
+11% +$24.4K ﹤0.01% 442
2024
Q4 		$230K Sell
2,600
-85
-3% -$7.72K ﹤0.01% 420
2024
Q3 		$240K Sell
2,685
-286
-10% -$24.3K ﹤0.01% 405
2024
Q2 		$251K Sell
2,971
-958
-24% -$80.2K ﹤0.01% 363
2024
Q1 		$345K Buy
3,929
+81
+2% +$6.71K ﹤0.01% 295
2023
Q4 		$317K Buy
3,848
+99
+3% +$7.13K ﹤0.01% 268
2023
Q3 		$263K Buy
3,749
+73
+2% +$5.5K ﹤0.01% 272
2023
Q2 		$281K Buy
3,676
+7
+0.2% +$487 ﹤0.01% 253
2023
Q1 		$257K Buy
+3,669
New +$256K ﹤0.01% 242

Other funds holding SPHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Betterment LLC's SPHB Position: Q2 2026 in Review

Betterment LLC reduced its Invesco S&P 500 High Beta ETF (SPHB) stake by 3.5% in Q2 2026, selling an estimated $11.7K and leaving 2,285 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Betterment LLC first reported a position in SPHB in Q1 2023 and has held it in 14 quarters since. 170 funds tracked by Wall St. Rank hold SPHB as of Q2 2026.

  • Betterment LLC held 2,285 shares of Invesco S&P 500 High Beta ETF worth $356K as of Q2 2026.
  • Betterment LLC sold 84 Invesco S&P 500 High Beta ETF shares in Q2 2026, an estimated $11.7K.
  • Invesco S&P 500 High Beta ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #548 holding.
  • Betterment LLC first reported a position in Invesco S&P 500 High Beta ETF in Q1 2023 and has held it in 14 quarters since.
  • 170 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2026.

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