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Legacy Wealth Management (Idaho)’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

Legacy Wealth Management (Idaho)’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 		$95 Buy
3
+1
+50% +$39 ﹤0.01% 1011
2025
Q4 		$94 Hold
2
– – ﹤0.01% 897
2025
Q3 		$95 Buy
+2
New +$88 ﹤0.01% 761

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

Legacy Wealth Management (Idaho)'s XDTE Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) stake by 50% in Q1 2026, buying an estimated $39 and bringing the position to 3 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Legacy Wealth Management (Idaho) first reported a position in XDTE in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold XDTE as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 3 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $95 as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 1 Roundhill S&P 500 0DTE Covered Call Strategy ETF share in Q1 2026, an estimated $39.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1011 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.