Betterment LLC
STXD icon

Betterment LLC’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

Betterment LLC’s Portfolio STXD Stock Details STXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$316K Buy
7,950
+1,566
+25% +$59.8K ﹤0.01% 570
2026
Q1 		$227K Buy
+6,384
New +$238K ﹤0.01% 582

Other funds holding STXD

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GWN Securities
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDS Planning
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

Betterment LLC's STXD Position: Q2 2026 in Review

Betterment LLC increased its Strive 1000 Dividend Growth ETF (STXD) stake by 25% in Q2 2026, buying an estimated $59.8K and bringing the position to 7,950 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Betterment LLC first reported a position in STXD in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold STXD as of Q2 2026.

  • Betterment LLC held 7,950 shares of Strive 1000 Dividend Growth ETF worth $316K as of Q2 2026.
  • Betterment LLC bought 1,566 Strive 1000 Dividend Growth ETF shares in Q2 2026, an estimated $59.8K.
  • Strive 1000 Dividend Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #570 holding.
  • Betterment LLC first reported a position in Strive 1000 Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q2 2026.

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