Optimum Investment Advisors’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Optimum Investment Advisors’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
2024 Q2	–	Sell	-60	Closed	-$1.07K	–	639
2024 Q1	$1.07K	Hold	60	–	–	﹤0.01%	615
2023 Q4	$1.04K	Hold	60	–	–	﹤0.01%	601
2023 Q3	$952	Hold	60	–	–	﹤0.01%	669
2023 Q2	$1.05K	Hold	60	–	–	﹤0.01%	664
2023 Q1	$974	Hold	60	–	–	﹤0.01%	699
2022 Q4	$859	Hold	60	–	–	﹤0.01%	713
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	754
2022 Q2	$1K	Sell	60 -81	-57%	-$1.36K	﹤0.01%	779
2022 Q1	$3K	Hold	141	–	–	﹤0.01%	759
2021 Q4	$4K	Hold	141	–	–	﹤0.01%	741
2021 Q3	$4K	Hold	141	–	–	﹤0.01%	755
2021 Q2	$4K	Sell	141 -284	-67%	-$8.89K	﹤0.01%	829
2021 Q1	$13K	Sell	425 -220	-34%	-$6.66K	﹤0.01%	730
2020 Q4	$17K	Sell	645 -650	-50%	-$14.9K	0.01%	647
2020 Q3	$28K	Sell	1,295 -3,664	-74%	-$66.2K	0.01%	540
2020 Q2	$75K	Buy	+4,959	New	+$77K	0.03%	365

Other funds holding BETZ

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

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Optimum Investment Advisors's BETZ Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q2 2024, closing a stake of 60 shares — an estimated $1.07K sold.

Optimum Investment Advisors first reported a position in BETZ in Q2 2020 and held it in 16 quarters. The position peaked at $75K in Q2 2020. 57 funds tracked by Wall St. Rank hold BETZ as of Q2 2024.

Optimum Investment Advisors reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q2 2024 after selling out during the quarter.
Optimum Investment Advisors sold 60 Roundhill Sports Betting & iGaming ETF shares in Q2 2024, an estimated $1.07K.
Optimum Investment Advisors first reported a position in Roundhill Sports Betting & iGaming ETF in Q2 2020 and held it in 16 quarters.
Optimum Investment Advisors's Roundhill Sports Betting & iGaming ETF position peaked at $75K in Q2 2020.
57 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.