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Wealthspire Advisors (New York)’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-7
Closed -$170 – 1229
2025
Q3 		$170 Buy
+7
New +$171 ﹤0.01% 2957

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s BETZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q4 2025, closing a stake of 7 shares — an estimated $170 sold.

Wealthspire Advisors (New York) first reported a position in BETZ in Q3 2025 and held it in 1 quarter. The position peaked at $170 in Q3 2025. 52 funds tracked by Wall St. Rank hold BETZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7 Roundhill Sports Betting & iGaming ETF shares in Q4 2025, an estimated $170.
  • Wealthspire Advisors (New York) first reported a position in Roundhill Sports Betting & iGaming ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Roundhill Sports Betting & iGaming ETF position peaked at $170 in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.