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

BerganKDV 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 Q2	$18	Hold	1	–	–	﹤0.01%	859
2023 Q1	$17	Hold	1	–	–	﹤0.01%	1049
2022 Q4	$14	Hold	1	–	–	﹤0.01%	1037
2022 Q3	$0	Hold	1	–	–	﹤0.01%	968
2022 Q2	$0	Hold	1	–	–	﹤0.01%	973
2022 Q1	$0	Hold	1	–	–	﹤0.01%	997
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1054
2021 Q3	$0	Buy	+1	New	+$30	﹤0.01%	1035
2020 Q4	–	Sell	-220	Closed	-$5K	–	942
2020 Q3	$5K	Buy	220 +120	+120%	+$2.17K	﹤0.01%	570
2020 Q2	$2K	Buy	+100	New	+$1.55K	﹤0.01%	734

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

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FTUS

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

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 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

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

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

BerganKDV Wealth Management's BETZ Position: Q2 2023 in Review

BerganKDV Wealth Management held its Roundhill Sports Betting & iGaming ETF (BETZ) position steady in Q2 2023 at 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #859.

BerganKDV Wealth Management first reported a position in BETZ in Q2 2020 and has held it in 10 quarters since. The position peaked at $5K in Q3 2020. 58 funds tracked by Wall St. Rank hold BETZ as of Q2 2023.

BerganKDV Wealth Management held 1 share of Roundhill Sports Betting & iGaming ETF worth $18 as of Q2 2023.
BerganKDV Wealth Management left its Roundhill Sports Betting & iGaming ETF share count unchanged in Q2 2023.
Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #859 holding.
BerganKDV Wealth Management first reported a position in Roundhill Sports Betting & iGaming ETF in Q2 2020 and has held it in 10 quarters since.
BerganKDV Wealth Management's Roundhill Sports Betting & iGaming ETF position peaked at $5K in Q3 2020.
58 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.