INVESCO EXCHANGE TRADED FD T

Ticker: XSMO CUSIP: 46137V498 Class: S&P SMLCP MOMENT

Betterment LLC's Holding History (CIK: 0001633901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,363 Value ($000) $1 Avg Close Range
Q3 2025
Shares 16,642 Value ($000) $1 Avg Close Range
Q2 2025
Shares 17,991 Value ($000) $1 Avg Close Range
Q1 2025
Shares 17,535 Value ($000) $1 Avg Close Range
Q4 2024
Shares 15,966 Value ($000) $1 Avg Close Range
Q3 2024
Shares 14,522 Value ($000) $1 Avg Close Range
Q2 2024
Shares 12,733 Value ($000) $1 Avg Close Range
Q1 2024
Shares 4,778 Value ($000) $0 Avg Close Range