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 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

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

Center for Financial Planning's BETZ Position: Q1 2026 in Review

Center for Financial Planning held its Roundhill Sports Betting & iGaming ETF (BETZ) position steady in Q1 2026 at 175 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Center for Financial Planning first reported a position in BETZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $5K in Q3 2021. 45 funds tracked by Wall St. Rank hold BETZ as of Q1 2026.

Center for Financial Planning held 175 shares of Roundhill Sports Betting & iGaming ETF worth $3.13K as of Q1 2026.
Center for Financial Planning left its Roundhill Sports Betting & iGaming ETF share count unchanged in Q1 2026.
Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #554 holding.
Center for Financial Planning first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2021 and has held it in 21 quarters since.
Center for Financial Planning's Roundhill Sports Betting & iGaming ETF position peaked at $5K in Q3 2021.
45 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.