Betterment LLC
STXF

Betterment LLC’s Strive 500 ETF STXF Stock Holding History

Betterment LLC’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.47M Buy
82,611
+20,416
+33% +$895K 0.01% 197
2025
Q4 		$2.74M Sell
62,195
-1,362
-2% -$59.6K 0.01% 205
2025
Q3 		$2.75M Sell
63,557
-441
-0.7% -$18.3K 0.01% 201
2025
Q2 		$2.56M Buy
63,998
+15,788
+33% +$583K 0.01% 193
2025
Q1 		$1.74M Buy
48,210
+5,445
+13% +$207K ﹤0.01% 214
2024
Q4 		$1.62M Buy
42,765
+24,131
+129% +$916K ﹤0.01% 219
2024
Q3 		$686K Buy
+18,634
New +$662K ﹤0.01% 279

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC's STXF Position: Q1 2026 in Review

Betterment LLC increased its Strive 500 ETF (STXF) stake by 33% in Q1 2026, buying an estimated $895K and bringing the position to 82,611 shares worth $3.47M. The position accounts for 0.01% of the portfolio, ranked #197.

Betterment LLC first reported a position in STXF in Q3 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Betterment LLC held 82,611 shares of Strive 500 ETF worth $3.47M as of Q1 2026.
  • Betterment LLC bought 20,416 Strive 500 ETF shares in Q1 2026, an estimated $895K.
  • Strive 500 ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #197 holding.
  • Betterment LLC first reported a position in Strive 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.