Creative Planning’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Creative 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
2025 Q1	–	Sell	-2,284	Closed	-$43.3K	–	3492
2024 Q4	$43.3K	Buy	+2,284	New	+$44.1K	﹤0.01%	3265
2021 Q4	–	Sell	-7,251	Closed	-$218K	–	2096
2021 Q3	$218K	Buy	7,251 +130	+2%	+$3.86K	﹤0.01%	1812
2021 Q2	$216K	Sell	7,121 -36	-0.5%	-$1.13K	﹤0.01%	1764
2021 Q1	$220K	Buy	+7,157	New	+$217K	﹤0.01%	2022

Other funds holding BETZ

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's BETZ Position: Q1 2025 in Review

Creative Planning sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q1 2025, closing a stake of 2,284 shares — an estimated $43.3K sold.

Creative Planning first reported a position in BETZ in Q1 2021 and held it in 4 quarters. The position peaked at $220K in Q1 2021. 55 funds tracked by Wall St. Rank hold BETZ as of Q1 2025.

Creative Planning reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 2,284 Roundhill Sports Betting & iGaming ETF shares in Q1 2025, an estimated $43.3K.
Creative Planning first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2021 and held it in 4 quarters.
Creative Planning's Roundhill Sports Betting & iGaming ETF position peaked at $220K in Q1 2021.
55 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.