Betterment LLC’s SGI Enhanced Core ETF USDX Stock Holding History

Betterment LLC’s Portfolio USDX Stock Details USDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.3M	Buy	753,162 +7,639	+1%	+$196K	0.04%	103
2025 Q4	$19.1M	Sell	745,523 -5,687	-0.8%	-$147K	0.04%	99
2025 Q3	$19.4M	Buy	751,210 +39,409	+6%	+$1.01M	0.04%	98
2025 Q2	$18.3M	Buy	711,801 +80,017	+13%	+$2.05M	0.04%	99
2025 Q1	$16.2M	Buy	631,784 +128,667	+26%	+$3.3M	0.04%	89
2024 Q4	$12.9M	Buy	503,117 +160,844	+47%	+$4.21M	0.03%	93
2024 Q3	$8.91M	Buy	342,273 +224,444	+190%	+$5.77M	0.02%	107
2024 Q2	$3.02M	Buy	+117,829	New	+$2.99M	0.01%	142

Other funds holding USDX

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

ACM

Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Betterment LLC's USDX Position: Q1 2026 in Review

Betterment LLC increased its SGI Enhanced Core ETF (USDX) stake by 1% in Q1 2026, buying an estimated $196K and bringing the position to 753,162 shares worth $19.3M. The position accounts for 0.04% of the portfolio, ranked #103.

Betterment LLC first reported a position in USDX in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.4M in Q3 2025. 11 funds tracked by Wall St. Rank hold USDX as of Q1 2026.

Betterment LLC held 753,162 shares of SGI Enhanced Core ETF worth $19.3M as of Q1 2026.
Betterment LLC bought 7,639 SGI Enhanced Core ETF shares in Q1 2026, an estimated $196K.
SGI Enhanced Core ETF made up 0.04% of Betterment LLC's portfolio in Q1 2026, its #103 holding.
Betterment LLC first reported a position in SGI Enhanced Core ETF in Q2 2024 and has held it in 8 quarters since.
Betterment LLC's SGI Enhanced Core ETF position peaked at $19.4M in Q3 2025.
11 funds tracked by Wall St. Rank held SGI Enhanced Core ETF as of Q1 2026.

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