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

WealthPLAN 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
-221
Closed -$3.88K – 385
2023
Q2 		$3.88K Hold
221
– – ﹤0.01% 958
2023
Q1 		$3.6K Buy
+221
New +$3.52K ﹤0.01% 1042

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WealthPLAN Partners's BETZ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q3 2023, closing a stake of 221 shares — an estimated $3.88K sold.

WealthPLAN Partners first reported a position in BETZ in Q1 2023 and held it in 2 quarters. The position peaked at $3.88K in Q2 2023. 54 funds tracked by Wall St. Rank hold BETZ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 221 Roundhill Sports Betting & iGaming ETF shares in Q3 2023, an estimated $3.88K.
  • WealthPLAN Partners first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Roundhill Sports Betting & iGaming ETF position peaked at $3.88K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.