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 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

FTUS

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Blue Bell Private Wealth Management's BETZ Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Roundhill Sports Betting & iGaming ETF (BETZ) position steady in Q1 2026 at 1,350 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Blue Bell Private Wealth Management first reported a position in BETZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $117K in Q4 2021. 45 funds tracked by Wall St. Rank hold BETZ as of Q1 2026.

Blue Bell Private Wealth Management held 1,350 shares of Roundhill Sports Betting & iGaming ETF worth $24.1K as of Q1 2026.
Blue Bell Private Wealth Management left its Roundhill Sports Betting & iGaming ETF share count unchanged in Q1 2026.
Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #490 holding.
Blue Bell Private Wealth Management first reported a position in Roundhill Sports Betting & iGaming ETF in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Roundhill Sports Betting & iGaming ETF position peaked at $117K in Q4 2021.
45 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.