GRP
XPAY

Global Retirement Partners’s Roundhill S&P 500 Target 20 Managed Distribution ETF XPAY Stock Holding History

Global Retirement Partners’s Portfolio XPAY Stock Details XPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$432 Buy
+8
New +$423 ﹤0.01% 4312
2025
Q4 		$393 Hold
7
– – ﹤0.01% 4040
2025
Q3 		$385 Hold
7
– – ﹤0.01% 3679
2025
Q2 		$357 Buy
+7
New +$358 ﹤0.01% 3618

Other funds holding XPAY

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PD
Planning Directions Glen Mills, Pennsylvania $216M AUM 18.03% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Retirement Partners's XPAY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) in Q2 2026: 8 shares worth $432. The stake represents ﹤0.01% of the portfolio and ranks #4312 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XPAY as recently as Q4 2025.

Global Retirement Partners first reported a position in XPAY in Q2 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold XPAY as of Q2 2026.

  • Global Retirement Partners held 8 shares of Roundhill S&P 500 Target 20 Managed Distribution ETF worth $432 as of Q2 2026.
  • Roundhill S&P 500 Target 20 Managed Distribution ETF was a new Global Retirement Partners position in Q2 2026.
  • Roundhill S&P 500 Target 20 Managed Distribution ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4312 holding.
  • Global Retirement Partners first reported a position in Roundhill S&P 500 Target 20 Managed Distribution ETF in Q2 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Roundhill S&P 500 Target 20 Managed Distribution ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.