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 Q1	$976	Buy	+20	New	+$1.04K	﹤0.01%	2046

Other funds holding XPAY

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Planning Directions Glen Mills, Pennsylvania $198M AUM 11.06% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearstead Advisors's XPAY Position: Q1 2026 in Review

Clearstead Advisors opened a new position in Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) in Q1 2026: 20 shares worth $976. The stake represents ﹤0.01% of the portfolio and ranks #2046 among its holdings.

11 funds tracked by Wall St. Rank hold XPAY as of Q1 2026.

Clearstead Advisors held 20 shares of Roundhill S&P 500 Target 20 Managed Distribution ETF worth $976 as of Q1 2026.
Roundhill S&P 500 Target 20 Managed Distribution ETF was a new Clearstead Advisors position in Q1 2026.
Roundhill S&P 500 Target 20 Managed Distribution ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #2046 holding.
11 funds tracked by Wall St. Rank held Roundhill S&P 500 Target 20 Managed Distribution ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.