Focus Financial Network’s Roundhill S&P 500 Accumulating ETF XDIV Stock Holding History

Focus Financial Network’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	$283K	Hold	9,067	–	–	0.01%	636
2026 Q2	$276K	Hold	9,067	–	–	0.01%	644
2026 Q1	$241K	Buy	+9,067	New	+$250K	0.01%	650

Other funds holding XDIV

DDD Partners Bellevue, Washington $1.75B AUM 20.59% 1-Year Est. Return

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

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

Focus Financial Network's XDIV Position: Q3 2026 in Review

Focus Financial Network held its Roundhill S&P 500 Accumulating ETF (XDIV) position steady in Q3 2026 at 9,067 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #636.

Focus Financial Network first reported a position in XDIV in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold XDIV as of Q3 2026.

Focus Financial Network held 9,067 shares of Roundhill S&P 500 Accumulating ETF worth $283K as of Q3 2026.
Focus Financial Network left its Roundhill S&P 500 Accumulating ETF share count unchanged in Q3 2026.
Roundhill S&P 500 Accumulating ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #636 holding.
Focus Financial Network first reported a position in Roundhill S&P 500 Accumulating ETF in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Roundhill S&P 500 Accumulating ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.