Cetera Investment Advisers
XDTE icon

Cetera Investment Advisers’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

Cetera Investment Advisers’s Portfolio XDTE Stock Details XDTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$578K Buy
15,729
+1,180
+8% +$46.1K ﹤0.01% 3372
2025
Q4 		$577K Buy
14,549
+1,265
+10% +$54.9K ﹤0.01% 3306
2025
Q3 		$588K Buy
+13,284
New +$586K ﹤0.01% 3245

Other funds holding XDTE

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

Cetera Investment Advisers's XDTE Position: Q1 2026 in Review

Cetera Investment Advisers increased its Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) stake by 8.1% in Q1 2026, buying an estimated $46.1K and bringing the position to 15,729 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Cetera Investment Advisers first reported a position in XDTE in Q3 2025 and has held it in 3 quarters since. The position peaked at $588K in Q3 2025. 32 funds tracked by Wall St. Rank hold XDTE as of Q1 2026.

  • Cetera Investment Advisers held 15,729 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $578K as of Q1 2026.
  • Cetera Investment Advisers bought 1,180 Roundhill S&P 500 0DTE Covered Call Strategy ETF shares in Q1 2026, an estimated $46.1K.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3372 holding.
  • Cetera Investment Advisers first reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Roundhill S&P 500 0DTE Covered Call Strategy ETF position peaked at $588K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.