Mercer Global Advisors’s Roundhill S&P 500 Target 20 Managed Distribution ETF XPAY Stock Holding History

Mercer Global Advisors’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	$10.7K	Buy	+200	New	+$10.6K	﹤0.01%	5099

Other funds holding XPAY

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Mercer Global Advisors's XPAY Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) in Q2 2026: 200 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #5099 among its holdings.

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

Mercer Global Advisors held 200 shares of Roundhill S&P 500 Target 20 Managed Distribution ETF worth $10.7K as of Q2 2026.
Roundhill S&P 500 Target 20 Managed Distribution ETF was a new Mercer Global Advisors position in Q2 2026.
Roundhill S&P 500 Target 20 Managed Distribution ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5099 holding.
10 funds tracked by Wall St. Rank held Roundhill S&P 500 Target 20 Managed Distribution ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.