Bartlett & Co Wealth Management’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Buy	10,600 +6,400	+152%	+$283K	0.01%	342
2025 Q1	$190K	Buy	+4,200	New	+$190K	﹤0.01%	451