DDD Partners’s Roundhill S&P 500 Accumulating ETF XDIV Stock Holding History

DDD Partners’s Portfolio XDIV Stock Details XDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.81M	Buy	+57,862	New	+$1.79M	0.1%	86

Other funds holding XDIV

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Code Waechter Tampa, Florida $211M AUM 14.1% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Sageworth Trust Company of South Dakota Sioux Falls, South Dakota $173M AUM 16.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DDD Partners's XDIV Position: Q3 2026 in Review

DDD Partners opened a new position in Roundhill S&P 500 Accumulating ETF (XDIV) in Q3 2026: 57,862 shares worth $1.81M. The stake represents 0.1% of the portfolio and ranks #86 among its holdings.

7 funds tracked by Wall St. Rank hold XDIV as of Q3 2026.

DDD Partners held 57,862 shares of Roundhill S&P 500 Accumulating ETF worth $1.81M as of Q3 2026.
Roundhill S&P 500 Accumulating ETF was a new DDD Partners position in Q3 2026.
Roundhill S&P 500 Accumulating ETF made up 0.1% of DDD Partners's portfolio in Q3 2026, its #86 holding.
7 funds tracked by Wall St. Rank held Roundhill S&P 500 Accumulating ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.