Community Financial Services Group’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

Community Financial Services Group’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 Q2	$22.1K	Hold	568	–	–	﹤0.01%	306
2026 Q1	$21K	Buy	+568	New	+$22.2K	﹤0.01%	254

Other funds holding XDTE

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

Community Financial Services Group's XDTE Position: Q2 2026 in Review

Community Financial Services Group held its Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) position steady in Q2 2026 at 568 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Community Financial Services Group first reported a position in XDTE in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold XDTE as of Q2 2026.

Community Financial Services Group held 568 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $22.1K as of Q2 2026.
Community Financial Services Group left its Roundhill S&P 500 0DTE Covered Call Strategy ETF share count unchanged in Q2 2026.
Roundhill S&P 500 0DTE Covered Call Strategy ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #306 holding.
Community Financial Services Group first reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF in Q1 2026 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.