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
Q1 		$372K Buy
5,974
+1,228
+26% +$78.8K ﹤0.01% 496
2025
Q4 		$304K Buy
+4,746
New +$323K ﹤0.01% 492

Other funds holding TRFK

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Betterment LLC's TRFK Position: Q1 2026 in Review

Betterment LLC increased its Pacer Data and Digital Revolution ETF (TRFK) stake by 26% in Q1 2026, buying an estimated $78.8K and bringing the position to 5,974 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Betterment LLC first reported a position in TRFK in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold TRFK as of Q1 2026.

  • Betterment LLC held 5,974 shares of Pacer Data and Digital Revolution ETF worth $372K as of Q1 2026.
  • Betterment LLC bought 1,228 Pacer Data and Digital Revolution ETF shares in Q1 2026, an estimated $78.8K.
  • Pacer Data and Digital Revolution ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #496 holding.
  • Betterment LLC first reported a position in Pacer Data and Digital Revolution ETF in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q1 2026.

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