BBPWM
BETZ icon

Blue Bell Private Wealth Management’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Blue Bell Private 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
Q2 		$25.2K Hold
1,350
– – ﹤0.01% 504
2026
Q1 		$24.1K Hold
1,350
– – ﹤0.01% 490
2025
Q4 		$28.3K Hold
1,350
– – ﹤0.01% 458
2025
Q3 		$32.2K Hold
1,350
– – ﹤0.01% 438
2025
Q2 		$32.1K Hold
1,350
– – 0.01% 427
2025
Q1 		$25.4K Hold
1,350
– – ﹤0.01% 442
2024
Q4 		$25.6K Buy
1,350
+100
+8% +$1.93K ﹤0.01% 427
2024
Q3 		$23.7K Hold
1,250
– – ﹤0.01% 452
2024
Q2 		$21.3K Sell
1,250
-50
-4% -$856 ﹤0.01% 453
2024
Q1 		$23.2K Hold
1,300
– – 0.01% 448
2023
Q4 		$22.5K Sell
1,300
-550
-30% -$8.77K 0.01% 420
2023
Q3 		$29.4K Sell
1,850
-913
-33% -$16K 0.01% 317
2023
Q2 		$48.4K Hold
2,763
– – 0.01% 259
2023
Q1 		$44.9K Sell
2,763
-100
-3% -$1.59K 0.01% 237
2022
Q4 		$41K Sell
2,863
-1,300
-31% -$19.1K 0.01% 230
2022
Q3 		$54K Sell
4,163
-150
-3% -$2.28K 0.02% 203
2022
Q2 		$62K Sell
4,313
-300
-7% -$5.03K 0.02% 199
2022
Q1 		$92K Sell
4,613
-100
-2% -$2.13K 0.03% 173
2021
Q4 		$117K Buy
+4,713
New +$129K 0.03% 148

Other funds holding BETZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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 $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Bell Private Wealth Management's BETZ Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Roundhill Sports Betting & iGaming ETF (BETZ) position steady in Q2 2026 at 1,350 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Blue Bell Private Wealth Management first reported a position in BETZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $117K in Q4 2021. 40 funds tracked by Wall St. Rank hold BETZ as of Q2 2026.

  • Blue Bell Private Wealth Management held 1,350 shares of Roundhill Sports Betting & iGaming ETF worth $25.2K as of Q2 2026.
  • Blue Bell Private Wealth Management left its Roundhill Sports Betting & iGaming ETF share count unchanged in Q2 2026.
  • Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Blue Bell Private Wealth Management first reported a position in Roundhill Sports Betting & iGaming ETF in Q4 2021 and has held it in 19 quarters since.
  • Blue Bell Private Wealth Management's Roundhill Sports Betting & iGaming ETF position peaked at $117K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.