HCA
XDIV

Harpswell Capital Advisors’s Roundhill S&P 500 No Dividend Target ETF XDIV Stock Holding History

Harpswell Capital Advisors’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
Q2 		$487K Buy
+16,000
New +$472K 0.31% 33

Other funds holding XDIV

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
CW
Code Waechter Tampa, Florida $193M AUM 22.49% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
STCOSD
Sageworth Trust Company of South Dakota Sioux Falls, South Dakota $162M AUM 26.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Harpswell Capital Advisors's XDIV Position: Q2 2026 in Review

Harpswell Capital Advisors opened a new position in Roundhill S&P 500 No Dividend Target ETF (XDIV) in Q2 2026: 16,000 shares worth $487K. The stake represents 0.31% of the portfolio and ranks #33 among its holdings.

8 funds tracked by Wall St. Rank hold XDIV as of Q2 2026.

  • Harpswell Capital Advisors held 16,000 shares of Roundhill S&P 500 No Dividend Target ETF worth $487K as of Q2 2026.
  • Roundhill S&P 500 No Dividend Target ETF was a new Harpswell Capital Advisors position in Q2 2026.
  • Roundhill S&P 500 No Dividend Target ETF made up 0.31% of Harpswell Capital Advisors's portfolio in Q2 2026, its #33 holding.
  • 8 funds tracked by Wall St. Rank held Roundhill S&P 500 No Dividend Target ETF as of Q2 2026.

Based on Harpswell Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.