Tradition Wealth Management’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-756	Closed	-$13K	–	459
2023 Q4	$13K	Hold	756	–	–	﹤0.01%	938
2023 Q3	$12K	Hold	756	–	–	﹤0.01%	963
2023 Q2	$13K	Hold	756	–	–	﹤0.01%	977
2023 Q1	$12K	Hold	756	–	–	﹤0.01%	954
2022 Q4	$11K	Buy	756 +5	+0.7%	+$74	﹤0.01%	879
2022 Q3	$10K	Buy	751 +7	+0.9%	+$106	﹤0.01%	924
2022 Q2	$11K	Buy	744 +1	+0.1%	+$17	﹤0.01%	791
2022 Q1	$15K	Sell	743 -164	-18%	-$3.5K	﹤0.01%	785
2021 Q4	$23K	Buy	907 +135	+17%	+$3.7K	﹤0.01%	693
2021 Q3	$23K	Buy	772 +8	+1%	+$237	﹤0.01%	691
2021 Q2	$23K	Sell	764 -159	-17%	-$4.98K	﹤0.01%	723
2021 Q1	$28K	Buy	923 +218	+31%	+$6.59K	﹤0.01%	559
2020 Q4	$18K	Buy	+705	New	+$16.1K	﹤0.01%	603

Other funds holding BETZ

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

FTUS

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

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

Tradition Wealth Management's BETZ Position: Q1 2024 in Review

Tradition Wealth Management sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q1 2024, closing a stake of 756 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in BETZ in Q4 2020 and held it in 13 quarters. The position peaked at $28K in Q1 2021. 56 funds tracked by Wall St. Rank hold BETZ as of Q1 2024.

Tradition Wealth Management reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 756 Roundhill Sports Betting & iGaming ETF shares in Q1 2024, an estimated $13K.
Tradition Wealth Management first reported a position in Roundhill Sports Betting & iGaming ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Roundhill Sports Betting & iGaming ETF position peaked at $28K in Q1 2021.
56 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.