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Brendel Financial Advisors’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Brendel Financial Advisors’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
2021
Q3 		– Sell
-53
Closed -$2K – 87
2021
Q2 		$2K Sell
53
-26,293
-100% -$823K ﹤0.01% 244
2021
Q1 		$811K Buy
+26,346
New +$797K 0.54% 52

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Brendel Financial Advisors's BETZ Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q3 2021, closing a stake of 53 shares — an estimated $2K sold.

Brendel Financial Advisors first reported a position in BETZ in Q1 2021 and held it in 2 quarters. The position peaked at $811K in Q1 2021. 105 funds tracked by Wall St. Rank hold BETZ as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 53 Roundhill Sports Betting & iGaming ETF shares in Q3 2021, an estimated $2K.
  • Brendel Financial Advisors first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2021 and held it in 2 quarters.
  • Brendel Financial Advisors's Roundhill Sports Betting & iGaming ETF position peaked at $811K in Q1 2021.
  • 105 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.