Avidian Wealth Enterprises’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Avidian Wealth Enterprises’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
2021 Q3	–	Sell	-9,658	Closed	-$293K	–	392
2021 Q2	$293K	Buy	9,658 +132	+1%	+$4.13K	0.02%	311
2021 Q1	$293K	Buy	+9,526	New	+$288K	0.03%	289
2020 Q3	–	Sell	-16,573	Closed	-$250K	–	283
2020 Q2	$250K	Buy	+16,573	New	+$257K	0.03%	220

Other funds holding BETZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

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

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Avidian Wealth Enterprises's BETZ Position: Q3 2021 in Review

Avidian Wealth Enterprises sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q3 2021, closing a stake of 9,658 shares — an estimated $293K sold.

Avidian Wealth Enterprises first reported a position in BETZ in Q2 2020 and held it in 3 quarters. The position peaked at $293K in Q2 2021. 105 funds tracked by Wall St. Rank hold BETZ as of Q3 2021.

Avidian Wealth Enterprises reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q3 2021 after selling out during the quarter.
Avidian Wealth Enterprises sold 9,658 Roundhill Sports Betting & iGaming ETF shares in Q3 2021, an estimated $293K.
Avidian Wealth Enterprises first reported a position in Roundhill Sports Betting & iGaming ETF in Q2 2020 and held it in 3 quarters.
Avidian Wealth Enterprises's Roundhill Sports Betting & iGaming ETF position peaked at $293K in Q2 2021.
105 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q3 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2021, filed 10 Nov 2021.