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

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

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. 2 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.
  • 2 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.