IFP Advisors’s Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF QDTE Stock Holding History

IFP Advisors’s Portfolio QDTE Stock Details QDTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$172K	Buy	5,903 +373	+7%	+$10.9K	﹤0.01%	1622
2026 Q2	$172K	Sell	5,530 -1,528	-22%	-$46.5K	﹤0.01%	1623
2026 Q1	$194K	Buy	7,058 +1,356	+24%	+$40.4K	﹤0.01%	1419
2025 Q4	$176K	Buy	5,702 +551	+11%	+$19.2K	﹤0.01%	1441
2025 Q3	$183K	Buy	5,151 +4,338	+534%	+$153K	﹤0.01%	1328
2025 Q2	$28.9K	Buy	813 +413	+103%	+$13.7K	﹤0.01%	2346
2025 Q1	$13.9K	Buy	400 +337	+535%	+$13K	﹤0.01%	2453
2024 Q4	$2.52K	Buy	+63	New	+$2.68K	﹤0.01%	3014

Other funds holding QDTE

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

IFP Advisors's QDTE Position: Q3 2026 in Review

IFP Advisors increased its Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF (QDTE) stake by 6.7% in Q3 2026, buying an estimated $10.9K and bringing the position to 5,903 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

IFP Advisors first reported a position in QDTE in Q4 2024 and has held it in 8 quarters since. The position peaked at $194K in Q1 2026. 15 funds tracked by Wall St. Rank hold QDTE as of Q3 2026.

IFP Advisors held 5,903 shares of Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF worth $172K as of Q3 2026.
IFP Advisors bought 373 Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF shares in Q3 2026, an estimated $10.9K.
Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1622 holding.
IFP Advisors first reported a position in Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF in Q4 2024 and has held it in 8 quarters since.
IFP Advisors's Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF position peaked at $194K in Q1 2026.
15 funds tracked by Wall St. Rank held Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.