Betterment LLC
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Betterment LLC’s Strive 1000 Value ETF STXV Stock Holding History

Betterment LLC’s Portfolio STXV Stock Details STXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$422K Buy
11,141
+2,662
+31% +$98.2K ﹤0.01% 517
2026
Q1 		$298K Buy
+8,479
New +$301K ﹤0.01% 535

Other funds holding STXV

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
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Betterment LLC's STXV Position: Q2 2026 in Review

Betterment LLC increased its Strive 1000 Value ETF (STXV) stake by 31% in Q2 2026, buying an estimated $98.2K and bringing the position to 11,141 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Betterment LLC first reported a position in STXV in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • Betterment LLC held 11,141 shares of Strive 1000 Value ETF worth $422K as of Q2 2026.
  • Betterment LLC bought 2,662 Strive 1000 Value ETF shares in Q2 2026, an estimated $98.2K.
  • Strive 1000 Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #517 holding.
  • Betterment LLC first reported a position in Strive 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

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