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

Baystate 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
2023 Q4	$1.75K	Hold	100	–	–	﹤0.01%	1088
2023 Q3	$1.6K	Hold	100	–	–	﹤0.01%	833
2023 Q2	$1.76K	Hold	100	–	–	﹤0.01%	861
2023 Q1	$1.63K	Hold	100	–	–	﹤0.01%	861
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	833
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	787
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	812
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	742
2021 Q4	$2K	Buy	+100	New	+$2.74K	﹤0.01%	743

Other funds holding BETZ

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Baystate Wealth Management's BETZ Position: Q4 2023 in Review

Baystate Wealth Management held its Roundhill Sports Betting & iGaming ETF (BETZ) position steady in Q4 2023 at 100 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Baystate Wealth Management first reported a position in BETZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $2K in Q1 2022. 55 funds tracked by Wall St. Rank hold BETZ as of Q4 2023.

Baystate Wealth Management held 100 shares of Roundhill Sports Betting & iGaming ETF worth $1.75K as of Q4 2023.
Baystate Wealth Management left its Roundhill Sports Betting & iGaming ETF share count unchanged in Q4 2023.
Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1088 holding.
Baystate Wealth Management first reported a position in Roundhill Sports Betting & iGaming ETF in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's Roundhill Sports Betting & iGaming ETF position peaked at $2K in Q1 2022.
55 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.