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 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's BETZ Position: Q1 2026 in Review

AE Wealth Management held its Roundhill Sports Betting & iGaming ETF (BETZ) position steady in Q1 2026 at 1,334 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

AE Wealth Management first reported a position in BETZ in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.59M in Q3 2021. 45 funds tracked by Wall St. Rank hold BETZ as of Q1 2026.

AE Wealth Management held 1,334 shares of Roundhill Sports Betting & iGaming ETF worth $23.8K as of Q1 2026.
AE Wealth Management left its Roundhill Sports Betting & iGaming ETF share count unchanged in Q1 2026.
Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2116 holding.
AE Wealth Management first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2021 and has held it in 10 quarters since.
AE Wealth Management's Roundhill Sports Betting & iGaming ETF position peaked at $2.59M in Q3 2021.
45 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.