Guardian Wealth Advisors (North Carolina)’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-40	Closed	-$650	–	416
2023 Q1	$650	Hold	40	–	–	﹤0.01%	398
2022 Q4	$572	Hold	40	–	–	﹤0.01%	364
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	327
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	337
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	243
2021 Q4	$1K	Buy	+40	New	+$1.1K	﹤0.01%	234

Other funds holding BETZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FTUS

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

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s BETZ Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q2 2023, closing a stake of 40 shares — an estimated $650 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BETZ in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 58 funds tracked by Wall St. Rank hold BETZ as of Q2 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 40 Roundhill Sports Betting & iGaming ETF shares in Q2 2023, an estimated $650.
Guardian Wealth Advisors (North Carolina) first reported a position in Roundhill Sports Betting & iGaming ETF in Q4 2021 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s Roundhill Sports Betting & iGaming ETF position peaked at $1K in Q3 2022.
58 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.