Betterment LLC
STXG icon

Betterment LLC’s Strive 1000 Growth ETF STXG Stock Holding History

Betterment LLC’s Portfolio STXG Stock Details STXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$331K Buy
5,993
+1,609
+37% +$85.8K ﹤0.01% 562
2026
Q1 		$206K Buy
+4,384
New +$218K ﹤0.01% 607

Other funds holding STXG

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Betterment LLC's STXG Position: Q2 2026 in Review

Betterment LLC increased its Strive 1000 Growth ETF (STXG) stake by 37% in Q2 2026, buying an estimated $85.8K and bringing the position to 5,993 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Betterment LLC first reported a position in STXG in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold STXG as of Q2 2026.

  • Betterment LLC held 5,993 shares of Strive 1000 Growth ETF worth $331K as of Q2 2026.
  • Betterment LLC bought 1,609 Strive 1000 Growth ETF shares in Q2 2026, an estimated $85.8K.
  • Strive 1000 Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #562 holding.
  • Betterment LLC first reported a position in Strive 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q2 2026.

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