SEC 13F Intelligence

Betterment LLC / QQQ

Betterment LLC’s Invesco Qqq Tr Position

Does Betterment LLC own Invesco Qqq Tr (QQQ)? Yes — 66.6K shares worth $38M (+0.07% of its 13F portfolio) as of Q1 2026, down from 69.1K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
66.6K
% of Portfolio
+0.07%
Quarters Held
21
currently held

Position History QQQ

Reported value by quarter
Q4 ’20: $254,000Q4 ’20Q2 ’21: $5MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $7MQ3 ’22Q4 ’22: $8MQ1 ’23: $11MQ2 ’23: $12MQ2 ’23Q3 ’23: $12MQ4 ’23: $13MQ1 ’24: $15MQ1 ’24Q2 ’24: $18MQ3 ’24: $23MQ4 ’24: $37MQ4 ’24Q1 ’25: $39MQ2 ’25: $41MQ3 ’25: $42MQ3 ’25Q4 ’25: $42MQ1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.6K$38M+0.07%
Q4 202569.1K$42M+0.08%
Q3 202570.5K$42M+0.08%
Q2 202573.5K$41M+0.09%
Q1 202583.9K$39M+0.09%
Q4 202471.5K$37M+0.09%
Q3 202446.5K$23M+0.05%
Q2 202437.4K$18M+0.05%
Q1 202434.2K$15M+0.04%
Q4 202332.5K$13M+0.04%
Q3 202333.8K$12M+0.04%
Q2 202333.5K$12M+0.04%
Q1 202332.8K$11M+0.03%
Q4 202231.5K$8M+0.03%
Q3 202226.6K$7M+0.03%
Q2 202226.6K$7M+0.03%
Q1 202225.3K$9M+0.03%
Q4 202125.8K$10M+0.03%
Q3 202123.1K$8M+0.03%
Q2 202114.0K$5M+0.02%
Q4 2020809$254,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of QQQ.