Carson Wealth (CWM LLC)
BETZ icon

Carson Wealth (CWM LLC)’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$66.7K Hold
3,733
– – ﹤0.01% 3590
2025
Q4 		$78K Sell
3,733
-330
-8% -$7.15K ﹤0.01% 3255
2025
Q3 		$97K Hold
4,063
– – ﹤0.01% 3010
2025
Q2 		$96K Hold
4,063
– – ﹤0.01% 2766
2025
Q1 		$76K Sell
4,063
-250
-6% -$4.96K ﹤0.01% 2639
2024
Q4 		$82K Hold
4,313
– – ﹤0.01% 2413
2024
Q3 		$82K Hold
4,313
– – ﹤0.01% 2324
2024
Q2 		$74K Hold
4,313
– – ﹤0.01% 2185
2024
Q1 		$77K Hold
4,313
– – ﹤0.01% 2023
2023
Q4 		$75K Buy
4,313
+250
+6% +$3.99K ﹤0.01% 1921
2023
Q3 		$64K Hold
4,063
– – ﹤0.01% 1913
2023
Q2 		$71K Hold
4,063
– – ﹤0.01% 1760
2023
Q1 		$66K Hold
4,063
– – ﹤0.01% 1716
2022
Q4 		$58K Hold
4,063
– – ﹤0.01% 1648
2022
Q3 		$53K Sell
4,063
-2
-0% -$30 ﹤0.01% 1630
2022
Q2 		$59K Hold
4,065
– – ﹤0.01% 1549
2022
Q1 		$81K Sell
4,065
-61
-1% -$1.3K ﹤0.01% 1408
2021
Q4 		$102K Buy
+4,126
New +$113K ﹤0.01% 1283
2021
Q2 		$173K Hold
5,688
– – ﹤0.01% 949
2021
Q1 		$173K Hold
5,688
– – ﹤0.01% 949
2020
Q4 		$173K Hold
5,688
– – ﹤0.01% 949
2020
Q3 		$173K Hold
5,688
– – ﹤0.01% 949
2020
Q2 		$173K Buy
+5,688
New +$88.3K ﹤0.01% 949

Other funds holding BETZ

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BETZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Roundhill Sports Betting & iGaming ETF (BETZ) position steady in Q1 2026 at 3,733 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3590.

Carson Wealth (CWM LLC) first reported a position in BETZ in Q2 2020 and has held it in 23 quarters since. The position peaked at $173K in Q2 2021. 45 funds tracked by Wall St. Rank hold BETZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,733 shares of Roundhill Sports Betting & iGaming ETF worth $66.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Roundhill Sports Betting & iGaming ETF share count unchanged in Q1 2026.
  • Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3590 holding.
  • Carson Wealth (CWM LLC) first reported a position in Roundhill Sports Betting & iGaming ETF in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Roundhill Sports Betting & iGaming ETF position peaked at $173K in Q2 2021.
  • 45 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.