Game Plan Financial Advisors, LLC BETZ ROUNDHILL SPRT BETNG AND

Ownership history in Game Plan Financial Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Game Plan Financial Advisors, LLC reported ROUNDHILL SPRT BETNG AND (BETZ) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows BETZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BETZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Game Plan Financial Advisors, LLC's position in ROUNDHILL SPRT BETNG AND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BETZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Game Plan Financial Advisors, LLC held BETZ — position size vs. price
% of Fund (quarterly)    BETZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 75 0% 0.00% $1K 2026-04-23 $18.97
2025 Q4 UNCHANGED 75 0% 0.00% $2K 2026-01-14 $19.94
2025 Q3 UNCHANGED 75 0% 0.00% $2K 2025-10-29 $20.73
2025 Q2 UNCHANGED 75 0% 0.00% $2K 2025-07-24 $23.05
2025 Q1 UNCHANGED 75 0% 0.00% $1K 2025-05-19 $20.52
2024 Q4 UNCHANGED 75 0% 0.00% $1K 2025-01-30 $19.24
2024 Q3 UNCHANGED 75 0% 0.00% $1K 2024-10-15 $17.48
2024 Q2 UNCHANGED 75 0% 0.00% $1K 2024-08-01 $16.32
2024 Q1 INITIATED 75 0.00% $1K 2024-04-12 $16.21

FAQ About Game Plan Financial Advisors, LLC and BETZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Game Plan Financial Advisors, LLC reported owning BETZ?

Game Plan Financial Advisors, LLC reported BETZ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BETZ position in Game Plan Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for BETZ was 0.00% in 2025 Q2.

What is the latest reported BETZ position on this page?

The most recent filing on this page is 2026 Q1, when Game Plan Financial Advisors, LLC reported 75 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this BETZ ownership page compare?

The chart compares Game Plan Financial Advisors, LLC's quarterly BETZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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