AE Wealth Management’s Roundhill S&P 500 Target 20 Managed Distribution ETF XPAY Stock Holding History

AE Wealth Management’s Portfolio XPAY Stock Details XPAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31	Buy	+1	New	+$53	﹤0.01%	2647

Other funds holding XPAY

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AE Wealth Management's XPAY Position: Q2 2026 in Review

AE Wealth Management opened a new position in Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) in Q2 2026: 1 share worth $31. The stake represents ﹤0.01% of the portfolio and ranks #2647 among its holdings.

3 funds tracked by Wall St. Rank hold XPAY as of Q2 2026.

AE Wealth Management held 1 share of Roundhill S&P 500 Target 20 Managed Distribution ETF worth $31 as of Q2 2026.
Roundhill S&P 500 Target 20 Managed Distribution ETF was a new AE Wealth Management position in Q2 2026.
Roundhill S&P 500 Target 20 Managed Distribution ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2647 holding.
3 funds tracked by Wall St. Rank held Roundhill S&P 500 Target 20 Managed Distribution ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.