GWSA
XDTE icon

Global Wealth Strategies & Associates’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

Global Wealth Strategies & Associates’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
2026
Q1 		– Sell
-8
Closed -$317 – 609
2025
Q4 		$317 Buy
+8
New +$347 ﹤0.01% 503

Other funds holding XDTE

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Global Wealth Strategies & Associates's XDTE Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) in Q1 2026, closing a stake of 8 shares — an estimated $317 sold.

Global Wealth Strategies & Associates first reported a position in XDTE in Q4 2025 and held it in 1 quarter. The position peaked at $317 in Q4 2025. 32 funds tracked by Wall St. Rank hold XDTE as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Roundhill S&P 500 0DTE Covered Call Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 8 Roundhill S&P 500 0DTE Covered Call Strategy ETF shares in Q1 2026, an estimated $317.
  • Global Wealth Strategies & Associates first reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Roundhill S&P 500 0DTE Covered Call Strategy ETF position peaked at $317 in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.