Betterment LLC
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Betterment LLC’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Betterment LLC’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$703K Buy
9,346
+1,754
+23% +$136K ﹤0.01% 376
2025
Q4 		$570K Sell
7,592
-4,575
-38% -$340K ﹤0.01% 375
2025
Q3 		$892K Buy
12,167
+1,198
+11% +$86.5K ﹤0.01% 301
2025
Q2 		$782K Buy
10,969
+4,131
+60% +$279K ﹤0.01% 297
2025
Q1 		$454K Buy
6,838
+2,468
+56% +$169K ﹤0.01% 345
2024
Q4 		$293K Sell
4,370
-29
-0.7% -$1.97K ﹤0.01% 388
2024
Q3 		$296K Buy
4,399
+552
+14% +$35.9K ﹤0.01% 372
2024
Q2 		$244K Buy
+3,847
New +$235K ﹤0.01% 369

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return