SOA Wealth Advisors’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

SOA Wealth 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
2025 Q1	–	Sell	-82	Closed	-$1.56K	–	888
2024 Q4	$1.56K	Hold	82	–	–	﹤0.01%	706
2024 Q3	$1.54K	Hold	82	–	–	﹤0.01%	693
2024 Q2	$1.39K	Hold	82	–	–	﹤0.01%	704
2024 Q1	$1.46K	Hold	82	–	–	﹤0.01%	737
2023 Q4	$1.41K	Hold	82	–	–	﹤0.01%	729
2023 Q3	$1.29K	Hold	82	–	–	﹤0.01%	745
2023 Q2	$1.43K	Hold	82	–	–	﹤0.01%	751
2023 Q1	$1.32K	Hold	82	–	–	﹤0.01%	767
2022 Q4	$1.17K	Buy	82 +1	+1%	+$15	﹤0.01%	784
2022 Q3	$1K	Hold	81	–	–	﹤0.01%	745
2022 Q2	$1K	Hold	81	–	–	﹤0.01%	735
2022 Q1	$1K	Hold	81	–	–	﹤0.01%	835
2021 Q4	$2K	Hold	81	–	–	﹤0.01%	762
2021 Q3	$2K	Hold	81	–	–	﹤0.01%	777
2021 Q2	$2K	Buy	+81	New	+$2.54K	﹤0.01%	758

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

SOA Wealth Advisors's BETZ Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q1 2025, closing a stake of 82 shares — an estimated $1.56K sold.

SOA Wealth Advisors first reported a position in BETZ in Q2 2021 and held it in 15 quarters. The position peaked at $2K in Q4 2021. 55 funds tracked by Wall St. Rank hold BETZ as of Q1 2025.

SOA Wealth Advisors reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q1 2025 after selling out during the quarter.
SOA Wealth Advisors sold 82 Roundhill Sports Betting & iGaming ETF shares in Q1 2025, an estimated $1.56K.
SOA Wealth Advisors first reported a position in Roundhill Sports Betting & iGaming ETF in Q2 2021 and held it in 15 quarters.
SOA Wealth Advisors's Roundhill Sports Betting & iGaming ETF position peaked at $2K in Q4 2021.
55 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.