WR Wealth Planners’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

WR Wealth Planners’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 Q4	$16.8K	Sell	885 -181	-17%	-$3.5K	0.01%	507
2024 Q3	$20.2K	Sell	1,066 -735	-41%	-$13K	0.01%	480
2024 Q2	$30.7K	Sell	1,801 -936	-34%	-$16K	0.01%	389
2024 Q1	$48.9K	Sell	2,737 -32,527	-92%	-$572K	0.02%	336
2023 Q4	$611K	Sell	35,264 -2,586	-7%	-$41.2K	0.23%	78
2023 Q3	$600K	Sell	37,850 -74	-0.2%	-$1.29K	0.23%	67
2023 Q2	$664K	Buy	37,924 +2,246	+6%	+$38K	0.26%	64
2023 Q1	$579K	Buy	+35,678	New	+$569K	0.25%	64

Other funds holding BETZ

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

FTUS

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

WR Wealth Planners's BETZ Position: Q4 2024 in Review

WR Wealth Planners reduced its Roundhill Sports Betting & iGaming ETF (BETZ) stake by 17% in Q4 2024, selling an estimated $3.5K and leaving 885 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #507.

WR Wealth Planners first reported a position in BETZ in Q1 2023 and has held it in 8 quarters since. The position peaked at $664K in Q2 2023. 63 funds tracked by Wall St. Rank hold BETZ as of Q4 2024.

WR Wealth Planners held 885 shares of Roundhill Sports Betting & iGaming ETF worth $16.8K as of Q4 2024.
WR Wealth Planners sold 181 Roundhill Sports Betting & iGaming ETF shares in Q4 2024, an estimated $3.5K.
Roundhill Sports Betting & iGaming ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #507 holding.
WR Wealth Planners first reported a position in Roundhill Sports Betting & iGaming ETF in Q1 2023 and has held it in 8 quarters since.
WR Wealth Planners's Roundhill Sports Betting & iGaming ETF position peaked at $664K in Q2 2023.
63 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.