LF
XDTE icon

LifeSteps Financial’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

LifeSteps Financial’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
Q2 		$3.91K Buy
+100
New +$3.9K ﹤0.01% 580

Other funds holding XDTE

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LifeSteps Financial's XDTE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) in Q2 2026: 100 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings.

4 funds tracked by Wall St. Rank hold XDTE as of Q2 2026.

  • LifeSteps Financial held 100 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $3.91K as of Q2 2026.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF was a new LifeSteps Financial position in Q2 2026.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #580 holding.
  • 4 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.