Betterment LLC
TRFK icon

Betterment LLC’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Betterment LLC’s Portfolio TRFK Stock Details TRFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$557K Sell
5,223
-751
-13% -$67K ﹤0.01% 454
2026
Q1 		$372K Buy
5,974
+1,228
+26% +$78.8K ﹤0.01% 496
2025
Q4 		$304K Buy
+4,746
New +$323K ﹤0.01% 492

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Betterment LLC's TRFK Position: Q2 2026 in Review

Betterment LLC reduced its Pacer Data and Digital Revolution ETF (TRFK) stake by 13% in Q2 2026, selling an estimated $67K and leaving 5,223 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Betterment LLC first reported a position in TRFK in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold TRFK as of Q2 2026.

  • Betterment LLC held 5,223 shares of Pacer Data and Digital Revolution ETF worth $557K as of Q2 2026.
  • Betterment LLC sold 751 Pacer Data and Digital Revolution ETF shares in Q2 2026, an estimated $67K.
  • Pacer Data and Digital Revolution ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #454 holding.
  • Betterment LLC first reported a position in Pacer Data and Digital Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q2 2026.

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