SEC 13F Intelligence

Betterment LLC / QQQM

Betterment LLC’s Invesco Exch Traded Fd Tr II Position

Does Betterment LLC own Invesco Exch Traded Fd Tr II (QQQM)? Yes201.0K shares worth $48M (+0.09% of its 13F portfolio) as of Q1 2026, up from 174.1K shares the prior filed quarter.

Position Value
$48M
Q1 2026
Shares
201.0K
% of Portfolio
+0.09%
Quarters Held
14
currently held

Position History QQQM

Reported value by quarter
Q4 ’22: $448,000Q4 ’22Q1 ’23: $563,000Q2 ’23: $545,000Q2 ’23Q3 ’23: $555,000Q4 ’23: $926,000Q4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $11MQ2 ’25: $26MQ2 ’25Q3 ’25: $38MQ4 ’25: $44MQ4 ’25Q1 ’26: $48Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026201.0K$48M+0.09%
Q4 2025174.1K$44M+0.08%
Q3 2025154.0K$38M+0.08%
Q2 2025116.2K$26M+0.06%
Q1 202555.1K$11M+0.03%
Q4 202429.2K$6M+0.01%
Q3 202425.3K$5M+0.01%
Q2 202416.2K$3M+0.01%
Q1 202418.6K$3M+0.01%
Q4 20235.5K$926,0000.00%
Q3 20233.8K$555,0000.00%
Q2 20233.6K$545,0000.00%
Q1 20234.3K$563,0000.00%
Q4 20224.1K$448,0000.00%

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 QQQM.