Cambridge Investment Research Advisors
XPAY

Cambridge Investment Research Advisors’s Roundhill S&P 500 Target 20 Managed Distribution ETF XPAY Stock Holding History

Cambridge Investment Research Advisors’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 		$356K Sell
6,668
-920
-12% -$48.7K ﹤0.01% 3290
2026
Q1 		$370K Buy
+7,588
New +$397K ﹤0.01% 3087

Other funds holding XPAY

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cambridge Investment Research Advisors's XPAY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) stake by 12% in Q2 2026, selling an estimated $48.7K and leaving 6,668 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Cambridge Investment Research Advisors first reported a position in XPAY in Q1 2026 and has held it in 2 quarters since. The position peaked at $370K in Q1 2026. 3 funds tracked by Wall St. Rank hold XPAY as of Q2 2026.

  • Cambridge Investment Research Advisors held 6,668 shares of Roundhill S&P 500 Target 20 Managed Distribution ETF worth $356K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 920 Roundhill S&P 500 Target 20 Managed Distribution ETF shares in Q2 2026, an estimated $48.7K.
  • Roundhill S&P 500 Target 20 Managed Distribution ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3290 holding.
  • Cambridge Investment Research Advisors first reported a position in Roundhill S&P 500 Target 20 Managed Distribution ETF in Q1 2026 and has held it in 2 quarters since.
  • Cambridge Investment Research Advisors's Roundhill S&P 500 Target 20 Managed Distribution ETF position peaked at $370K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Roundhill S&P 500 Target 20 Managed Distribution ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.