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 Q2	$19.3M	Buy	757,431 +4,269	+0.6%	+$110K	0.03%	104
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 $1.83B AUM 22.56% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Betterment LLC's USDX Position: Q2 2026 in Review

Betterment LLC increased its SGI Enhanced Core ETF (USDX) stake by 0.57% in Q2 2026, buying an estimated $110K and bringing the position to 757,431 shares worth $19.3M. The position accounts for 0.03% of the portfolio, ranked #104.

Betterment LLC first reported a position in USDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.4M in Q3 2025. 5 funds tracked by Wall St. Rank hold USDX as of Q2 2026.

Betterment LLC held 757,431 shares of SGI Enhanced Core ETF worth $19.3M as of Q2 2026.
Betterment LLC bought 4,269 SGI Enhanced Core ETF shares in Q2 2026, an estimated $110K.
SGI Enhanced Core ETF made up 0.03% of Betterment LLC's portfolio in Q2 2026, its #104 holding.
Betterment LLC first reported a position in SGI Enhanced Core ETF in Q2 2024 and has held it in 9 quarters since.
Betterment LLC's SGI Enhanced Core ETF position peaked at $19.4M in Q3 2025.
5 funds tracked by Wall St. Rank held SGI Enhanced Core ETF as of Q2 2026.

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