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Cape Investment Advisory’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Cape Investment Advisory’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 		– Sell
-602
Closed -$9.55K – 1134
2023
Q3 		$9.55K Hold
602
– – 0.01% 560
2023
Q2 		$10.5K Hold
602
– – 0.01% 544
2023
Q1 		$9.78K Buy
+602
New +$9.6K 0.01% 543

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LPL Financial
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HighTower Advisors
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SS
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Cape Investment Advisory's BETZ Position: Q4 2023 in Review

Cape Investment Advisory sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q4 2023, closing a stake of 602 shares — an estimated $9.55K sold.

Cape Investment Advisory first reported a position in BETZ in Q1 2023 and held it in 3 quarters. The position peaked at $10.5K in Q2 2023. 55 funds tracked by Wall St. Rank hold BETZ as of Q4 2023.

  • Cape Investment Advisory reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 602 Roundhill Sports Betting & iGaming ETF shares in Q4 2023, an estimated $9.55K.
  • Cape Investment Advisory first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's Roundhill Sports Betting & iGaming ETF position peaked at $10.5K in Q2 2023.
  • 55 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.