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Farther Finance Advisors’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

Farther Finance Advisors’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
2025
Q4 		– Sell
-338
Closed -$15K – 5612
2025
Q3 		$15K Buy
+338
New +$14.9K ﹤0.01% 3216

Other funds holding XDTE

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

Farther Finance Advisors's XDTE Position: Q4 2025 in Review

Farther Finance Advisors sold out of Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) in Q4 2025, closing a stake of 338 shares — an estimated $15K sold.

Farther Finance Advisors first reported a position in XDTE in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 29 funds tracked by Wall St. Rank hold XDTE as of Q4 2025.

  • Farther Finance Advisors reported no remaining Roundhill S&P 500 0DTE Covered Call Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 338 Roundhill S&P 500 0DTE Covered Call Strategy ETF shares in Q4 2025, an estimated $15K.
  • Farther Finance Advisors first reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Farther Finance Advisors's Roundhill S&P 500 0DTE Covered Call Strategy ETF position peaked at $15K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.