Strategic Investment Solutions’s Better Home & Finance Holding BETR Stock Holding History

Strategic Investment Solutions’s Portfolio BETR Stock Details BETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,000	Closed	-$71.2K	–	685
2026 Q1	$71.2K	Buy	+2,000	New	+$64.1K	0.02%	232

Other funds holding BETR

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return