Bank of Montreal
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Bank of Montreal’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Bank of Montreal’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 		$3.27K Sell
175
-112
-39% -$2.12K ﹤0.01% 3766
2026
Q1 		$5.13K Buy
287
+25
+10% +$466 ﹤0.01% 3628
2025
Q4 		$5.5K Buy
262
+175
+201% +$3.79K ﹤0.01% 3480
2025
Q3 		$2.08K Hold
87
– – ﹤0.01% 3462
2025
Q2 		$2.07K Hold
87
– – ﹤0.01% 3449
2025
Q1 		$1.64K Buy
87
+67
+335% +$1.33K ﹤0.01% 3412
2024
Q4 		$379 Buy
+20
New +$386 ﹤0.01% 3474
2024
Q3 		– Sell
-15,300
Closed -$261K – 3862
2024
Q2 		$261K Sell
15,300
-42,352
-73% -$725K ﹤0.01% 2820
2024
Q1 		$1.06M Sell
57,652
-28,120
-33% -$494K ﹤0.01% 1973
2023
Q4 		$1.35M Buy
85,772
+26,497
+45% +$423K ﹤0.01% 1893
2023
Q3 		$1.11M Sell
59,275
-15,009
-20% -$263K ﹤0.01% 1993
2023
Q2 		$1.3M Buy
+74,284
New +$1.26M ﹤0.01% 2033
2022
Q2 		– Sell
-50
Closed -$1K – 4086
2022
Q1 		$1K Sell
50
-1,783
-97% -$38.1K ﹤0.01% 4117
2021
Q4 		$46K Buy
+1,833
New +$50.2K ﹤0.01% 3254
2021
Q2 		– Sell
-335
Closed -$11K – 3771
2021
Q1 		$11K Buy
+335
New +$10.1K ﹤0.01% 4311

Other funds holding BETZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's BETZ Position: Q2 2026 in Review

Bank of Montreal reduced its Roundhill Sports Betting & iGaming ETF (BETZ) stake by 39% in Q2 2026, selling an estimated $2.12K and leaving 175 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3766.

Bank of Montreal first reported a position in BETZ in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.35M in Q4 2023. 33 funds tracked by Wall St. Rank hold BETZ as of Q2 2026.

  • Bank of Montreal held 175 shares of Roundhill Sports Betting & iGaming ETF worth $3.27K as of Q2 2026.
  • Bank of Montreal sold 112 Roundhill Sports Betting & iGaming ETF shares in Q2 2026, an estimated $2.12K.
  • Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3766 holding.
  • Bank of Montreal first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2021 and has held it in 15 quarters since.
  • Bank of Montreal's Roundhill Sports Betting & iGaming ETF position peaked at $1.35M in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.