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

Stratos 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
2021
Q3 		– Sell
-59,352
Closed -$1.8M – 501
2021
Q2 		$1.8M Sell
59,352
-2,534
-4% -$79.4K 0.16% 170
2021
Q1 		$1.91M Buy
+61,886
New +$1.87M 0.2% 137

Other funds holding BETZ

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Jane Street
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return