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Valley National Advisers’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Valley National Advisers’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
-500
Closed -$9K – 816
2025
Q1 		$9K Hold
500
– – ﹤0.01% 575
2024
Q4 		$9K Hold
500
– – ﹤0.01% 551
2024
Q3 		$9K Sell
500
-358
-42% -$6.36K ﹤0.01% 528
2024
Q2 		$14K Hold
858
– – ﹤0.01% 556
2024
Q1 		$15K Sell
858
-3,862
-82% -$67.9K ﹤0.01% 566
2023
Q4 		$81K Sell
4,720
-335
-7% -$5.34K 0.01% 339
2023
Q3 		$80K Sell
5,055
-600
-11% -$10.5K 0.01% 328
2023
Q2 		$99K Sell
5,655
-803
-12% -$13.6K 0.02% 303
2023
Q1 		$108K Buy
6,458
+480
+8% +$7.65K 0.02% 289
2022
Q4 		$92K Sell
5,978
-2,602
-30% -$38.3K 0.02% 312
2022
Q3 		$122K Sell
8,580
-330
-4% -$5.01K 0.03% 281
2022
Q2 		$130K Sell
8,910
-856
-9% -$14.4K 0.03% 259
2022
Q1 		$195K Sell
9,766
-2,585
-21% -$55.2K 0.04% 235
2021
Q4 		$307K Sell
12,351
-18,922
-61% -$519K 0.06% 192
2021
Q3 		$941K Buy
31,273
+100
+0.3% +$2.97K 0.17% 118
2021
Q2 		$946K Buy
31,173
+1,163
+4% +$36.4K 0.17% 118
2021
Q1 		$924K Buy
30,010
+21,949
+272% +$664K 0.18% 113
2020
Q4 		$208K Buy
8,061
+6,733
+507% +$154K 0.04% 192
2020
Q3 		$28K Buy
+1,328
New +$24K 0.01% 348

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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valley National Advisers's BETZ Position: Q2 2025 in Review

Valley National Advisers sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q2 2025, closing a stake of 500 shares — an estimated $9K sold.

Valley National Advisers first reported a position in BETZ in Q3 2020 and held it in 19 quarters. The position peaked at $946K in Q2 2021. 53 funds tracked by Wall St. Rank hold BETZ as of Q2 2025.

  • Valley National Advisers reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q2 2025 after selling out during the quarter.
  • Valley National Advisers sold 500 Roundhill Sports Betting & iGaming ETF shares in Q2 2025, an estimated $9K.
  • Valley National Advisers first reported a position in Roundhill Sports Betting & iGaming ETF in Q3 2020 and held it in 19 quarters.
  • Valley National Advisers's Roundhill Sports Betting & iGaming ETF position peaked at $946K in Q2 2021.
  • 53 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q2 2025.

Based on Valley National Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.