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

NewEdge Wealth’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	$353K	Buy	+9,620	New	+$376K	﹤0.01%	922

Other funds holding XDTE

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

NewEdge Wealth's XDTE Position: Q1 2026 in Review

NewEdge Wealth opened a new position in Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) in Q1 2026: 9,620 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings.

32 funds tracked by Wall St. Rank hold XDTE as of Q1 2026.

NewEdge Wealth held 9,620 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $353K as of Q1 2026.
Roundhill S&P 500 0DTE Covered Call Strategy ETF was a new NewEdge Wealth position in Q1 2026.
Roundhill S&P 500 0DTE Covered Call Strategy ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #922 holding.
32 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.