AE Wealth Management’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

AE Wealth Management’s Portfolio BETZ Stock Details BETZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.9K	Hold	1,334	–	–	﹤0.01%	2214
2026 Q1	$23.8K	Hold	1,334	–	–	﹤0.01%	2116
2025 Q4	$28K	Buy	1,334 +2	+0.2%	+$43	﹤0.01%	1961
2025 Q3	$31.8K	Hold	1,332	–	–	﹤0.01%	1805
2025 Q2	$31.6K	Sell	1,332 -186	-12%	-$3.87K	﹤0.01%	1679
2025 Q1	$28.5K	Sell	1,518 -1	-0.1%	-$20	﹤0.01%	1667
2024 Q4	$28.8K	Buy	+1,519	New	+$29.3K	﹤0.01%	1652
2022 Q1	–	Sell	-26,695	Closed	-$663K	–	1674
2021 Q4	$663K	Sell	26,695 -59,299	-69%	-$1.63M	﹤0.01%	1140
2021 Q3	$2.59M	Buy	85,994 +69,115	+409%	+$2.05M	0.02%	567
2021 Q2	$512K	Sell	16,879 -9,704	-37%	-$304K	﹤0.01%	1133
2021 Q1	$818K	Buy	+26,583	New	+$804K	0.01%	843

Other funds holding BETZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's BETZ Position: Q2 2026 in Review

AE Wealth Management held its Roundhill Sports Betting & iGaming ETF (BETZ) position steady in Q2 2026 at 1,334 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

AE Wealth Management first reported a position in BETZ in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.59M in Q3 2021. 40 funds tracked by Wall St. Rank hold BETZ as of Q2 2026.

AE Wealth Management held 1,334 shares of Roundhill Sports Betting & iGaming ETF worth $24.9K as of Q2 2026.
AE Wealth Management left its Roundhill Sports Betting & iGaming ETF share count unchanged in Q2 2026.
Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2214 holding.
AE Wealth Management first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2021 and has held it in 11 quarters since.
AE Wealth Management's Roundhill Sports Betting & iGaming ETF position peaked at $2.59M in Q3 2021.
40 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.