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 Q2	$892K	Buy	9,902 +556	+6%	+$46.2K	﹤0.01%	375
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Betterment LLC's SPHQ Position: Q2 2026 in Review

Betterment LLC increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 5.9% in Q2 2026, buying an estimated $46.2K and bringing the position to 9,902 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Betterment LLC first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Betterment LLC held 9,902 shares of Invesco S&P 500 Quality ETF worth $892K as of Q2 2026.
Betterment LLC bought 556 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $46.2K.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #375 holding.
Betterment LLC first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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