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Global Retirement Partners’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

Global Retirement Partners’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 		$357 Hold
9
– – ﹤0.01% 4050
2025
Q3 		$398 Buy
+9
New +$397 ﹤0.01% 3673

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

Global Retirement Partners's XDTE Position: Q4 2025 in Review

Global Retirement Partners held its Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) position steady in Q4 2025 at 9 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

Global Retirement Partners first reported a position in XDTE in Q3 2025 and has held it in 2 quarters since. The position peaked at $398 in Q3 2025. 29 funds tracked by Wall St. Rank hold XDTE as of Q4 2025.

  • Global Retirement Partners held 9 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $357 as of Q4 2025.
  • Global Retirement Partners left its Roundhill S&P 500 0DTE Covered Call Strategy ETF share count unchanged in Q4 2025.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4050 holding.
  • Global Retirement Partners first reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF in Q3 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's Roundhill S&P 500 0DTE Covered Call Strategy ETF position peaked at $398 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 Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.