Heritage Wealth Management (Arizona)’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$572	Buy	40 +20	+100%	+$294	﹤0.01%	1048
2022 Q3	$0	Hold	20	–	–	﹤0.01%	1012
2022 Q2	$288	Buy	+20	New	+$335	﹤0.01%	961
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	845
2021 Q2	$1K	Buy	+20	New	+$626	﹤0.01%	854

Other funds holding BETZ

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BETZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Roundhill Sports Betting & iGaming ETF (BETZ) stake by 100% in Q4 2022, buying an estimated $294 and bringing the position to 40 shares worth $572. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Heritage Wealth Management (Arizona) first reported a position in BETZ in Q2 2021 and has held it in 5 quarters since. The position peaked at $1K in Q3 2021. 64 funds tracked by Wall St. Rank hold BETZ as of Q4 2022.

Heritage Wealth Management (Arizona) held 40 shares of Roundhill Sports Betting & iGaming ETF worth $572 as of Q4 2022.
Heritage Wealth Management (Arizona) bought 20 Roundhill Sports Betting & iGaming ETF shares in Q4 2022, an estimated $294.
Roundhill Sports Betting & iGaming ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1048 holding.
Heritage Wealth Management (Arizona) first reported a position in Roundhill Sports Betting & iGaming ETF in Q2 2021 and has held it in 5 quarters since.
Heritage Wealth Management (Arizona)'s Roundhill Sports Betting & iGaming ETF position peaked at $1K in Q3 2021.
64 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.