CA
XPAY

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

Clearstead 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 		$1.07K Hold
20
– – ﹤0.01% 2666
2026
Q1 		$976 Buy
+20
New +$1.04K ﹤0.01% 2046

Other funds holding XPAY

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PD
Planning Directions Glen Mills, Pennsylvania $216M AUM 18.03% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Advisors's XPAY Position: Q2 2026 in Review

Clearstead Advisors held its Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) position steady in Q2 2026 at 20 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Clearstead Advisors first reported a position in XPAY in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold XPAY as of Q2 2026.

  • Clearstead Advisors held 20 shares of Roundhill S&P 500 Target 20 Managed Distribution ETF worth $1.07K as of Q2 2026.
  • Clearstead Advisors left its Roundhill S&P 500 Target 20 Managed Distribution ETF share count unchanged in Q2 2026.
  • Roundhill S&P 500 Target 20 Managed Distribution ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2666 holding.
  • Clearstead 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.
  • 13 funds tracked by Wall St. Rank held Roundhill S&P 500 Target 20 Managed Distribution ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.