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Ab Active Etfs shares owned by Betterment

Quarter-by-quarter ownership of Ab Active Etfs (FWD) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ab Active Etfs

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All positions including Ab Active Etfs held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $51M 504k 101.19
2025-06-30 $40M 441k 89.72
2025-03-31 $13M 189k 70.41

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SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
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Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Ab Active Etfs

Alliancebernstein
Betterment
LPL Financial
Integrated Wealth Concepts
Quantum Private Wealth
Intrepid Financial Planning Group
Embree Financial Group
StoneCrest Wealth Management
BOS Asset Management
Cambridge Investment Research Advisors
Cornerstone Planning Group
Kingsview Wealth Management
Envestnet Asset Management
Wedbush Morgan Securities
Rockefeller Capital Management

View all funds holding Ab Active Etfs