Steward Partners Investment Advisory’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-150	Closed	-$2.82K	–	4131
2025 Q1	$2.82K	Buy	+150	New	+$2.98K	﹤0.01%	3561
2024 Q2	–	Sell	-20	Closed	-$357	–	3616
2024 Q1	$357	Hold	20	–	–	﹤0.01%	3453
2023 Q4	$347	Buy	+20	New	+$319	﹤0.01%	3385
2022 Q1	–	Sell	-269	Closed	-$7K	–	3285
2021 Q4	$7K	Buy	269 +74	+38%	+$2.03K	﹤0.01%	2710
2021 Q3	$6K	Sell	195 -880	-82%	-$26.1K	﹤0.01%	2743
2021 Q2	$33K	Hold	1,075	–	–	﹤0.01%	4023
2021 Q1	$33.1K	Buy	1,075 +875	+438%	+$26.5K	﹤0.01%	2209
2020 Q4	$5K	Buy	+200	New	+$4.57K	﹤0.01%	2502
2020 Q3	–	Sell	-625	Closed	-$9K	–	2737
2020 Q2	$9K	Buy	+625	New	+$9.7K	﹤0.01%	2062

Other funds holding BETZ

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

FTUS

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

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Steward Partners Investment Advisory's BETZ Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q2 2025, closing a stake of 150 shares — an estimated $2.82K sold.

Steward Partners Investment Advisory first reported a position in BETZ in Q2 2020 and held it in 9 quarters. The position peaked at $33.1K in Q1 2021. 53 funds tracked by Wall St. Rank hold BETZ as of Q2 2025.

Steward Partners Investment Advisory reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 150 Roundhill Sports Betting & iGaming ETF shares in Q2 2025, an estimated $2.82K.
Steward Partners Investment Advisory first reported a position in Roundhill Sports Betting & iGaming ETF in Q2 2020 and held it in 9 quarters.
Steward Partners Investment Advisory's Roundhill Sports Betting & iGaming ETF position peaked at $33.1K in Q1 2021.
53 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.