Lido Advisors’s Roundhill S&P 500 Accumulating ETF XDIV Stock Holding History

Lido 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 Q3	$518K	Buy	+16,612	New	+$515K	﹤0.01%	1452

Other funds holding XDIV

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.75B AUM 20.59% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Code Waechter Tampa, Florida $211M AUM 14.1% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Sageworth Trust Company of South Dakota Sioux Falls, South Dakota $173M AUM 16.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lido Advisors's XDIV Position: Q3 2026 in Review

Lido Advisors opened a new position in Roundhill S&P 500 Accumulating ETF (XDIV) in Q3 2026: 16,612 shares worth $518K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings.

8 funds tracked by Wall St. Rank hold XDIV as of Q3 2026.

Lido Advisors held 16,612 shares of Roundhill S&P 500 Accumulating ETF worth $518K as of Q3 2026.
Roundhill S&P 500 Accumulating ETF was a new Lido Advisors position in Q3 2026.
Roundhill S&P 500 Accumulating ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1452 holding.
8 funds tracked by Wall St. Rank held Roundhill S&P 500 Accumulating ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.