Tilia Fiduciary Partners’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Tilia Fiduciary Partners’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
2023 Q3	–	Sell	-387	Closed	-$6.78K	–	130
2023 Q2	$6.78K	Hold	387	–	–	0.01%	408
2023 Q1	$6.29K	Hold	387	–	–	0.01%	401
2022 Q4	$5.54K	Sell	387 -567	-59%	-$8.34K	0.01%	399
2022 Q3	$13K	Sell	954 -317	-25%	-$4.82K	0.01%	341
2022 Q2	$18K	Hold	1,271	–	–	0.02%	310
2022 Q1	$25K	Sell	1,271 -98	-7%	-$2.09K	0.02%	286
2021 Q4	$34K	Buy	+1,369	New	+$37.5K	0.03%	258

Other funds holding BETZ

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Tilia Fiduciary Partners's BETZ Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q3 2023, closing a stake of 387 shares — an estimated $6.78K sold.

Tilia Fiduciary Partners first reported a position in BETZ in Q4 2021 and held it in 7 quarters. The position peaked at $34K in Q4 2021. 54 funds tracked by Wall St. Rank hold BETZ as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 387 Roundhill Sports Betting & iGaming ETF shares in Q3 2023, an estimated $6.78K.
Tilia Fiduciary Partners first reported a position in Roundhill Sports Betting & iGaming ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Roundhill Sports Betting & iGaming ETF position peaked at $34K in Q4 2021.
54 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.