KWM
XPAY

Kingsview Wealth Management’s Roundhill S&P 500 Target 20 Managed Distribution ETF XPAY Stock Holding History

Kingsview Wealth Management’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 		$822K Buy
+15,373
New +$814K 0.01% 804

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 40.89% 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
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
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingsview Wealth Management's XPAY Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) in Q2 2026: 15,373 shares worth $822K. The stake represents 0.01% of the portfolio and ranks #804 among its holdings.

13 funds tracked by Wall St. Rank hold XPAY as of Q2 2026.

  • Kingsview Wealth Management held 15,373 shares of Roundhill S&P 500 Target 20 Managed Distribution ETF worth $822K as of Q2 2026.
  • Roundhill S&P 500 Target 20 Managed Distribution ETF was a new Kingsview Wealth Management position in Q2 2026.
  • Roundhill S&P 500 Target 20 Managed Distribution ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #804 holding.
  • 13 funds tracked by Wall St. Rank held Roundhill S&P 500 Target 20 Managed Distribution ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.