Center for Financial Planning’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Center for Financial Planning’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	$3.27K	Hold	175	–	–	﹤0.01%	564
2026 Q1	$3.13K	Hold	175	–	–	﹤0.01%	554
2025 Q4	$3.67K	Hold	175	–	–	﹤0.01%	576
2025 Q3	$4.18K	Hold	175	–	–	﹤0.01%	556
2025 Q2	$4.16K	Hold	175	–	–	﹤0.01%	528
2025 Q1	$3.29K	Hold	175	–	–	﹤0.01%	560
2024 Q4	$3.32K	Hold	175	–	–	﹤0.01%	503
2024 Q3	$3.32K	Hold	175	–	–	﹤0.01%	475
2024 Q2	$2.98K	Hold	175	–	–	﹤0.01%	479
2024 Q1	$3.13K	Hold	175	–	–	﹤0.01%	498
2023 Q4	$3.04K	Hold	175	–	–	﹤0.01%	446
2023 Q3	$2.78K	Hold	175	–	–	﹤0.01%	444
2023 Q2	$3.06K	Hold	175	–	–	﹤0.01%	476
2023 Q1	$2.84K	Hold	175	–	–	﹤0.01%	437
2022 Q4	$2.5K	Hold	175	–	–	﹤0.01%	450
2022 Q3	$2K	Hold	175	–	–	﹤0.01%	512
2022 Q2	$3K	Hold	175	–	–	﹤0.01%	447
2022 Q1	$3K	Hold	175	–	–	﹤0.01%	451
2021 Q4	$4K	Hold	175	–	–	﹤0.01%	441
2021 Q3	$5K	Hold	175	–	–	﹤0.01%	408
2021 Q2	$5K	Hold	175	–	–	﹤0.01%	415
2021 Q1	$5K	Buy	+175	New	+$5.29K	﹤0.01%	441

Other funds holding BETZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Center for Financial Planning's BETZ Position: Q2 2026 in Review

Center for Financial Planning held its Roundhill Sports Betting & iGaming ETF (BETZ) position steady in Q2 2026 at 175 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Center for Financial Planning first reported a position in BETZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $5K in Q3 2021. 40 funds tracked by Wall St. Rank hold BETZ as of Q2 2026.

Center for Financial Planning held 175 shares of Roundhill Sports Betting & iGaming ETF worth $3.27K as of Q2 2026.
Center for Financial Planning left its Roundhill Sports Betting & iGaming ETF share count unchanged in Q2 2026.
Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #564 holding.
Center for Financial Planning first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2021 and has held it in 22 quarters since.
Center for Financial Planning's Roundhill Sports Betting & iGaming ETF position peaked at $5K in Q3 2021.
40 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.