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Root Financial Partners’s Roundhill N-100 0DTE Covered Call Strategy ETF QDTE Stock Holding History

Root Financial Partners’s Portfolio QDTE Stock Details QDTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04K Buy
+38
New +$1.13K ﹤0.01% 2603

Other funds holding QDTE

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Root Financial Partners's QDTE Position: Q1 2026 in Review

Root Financial Partners opened a new position in Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE) in Q1 2026: 38 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #2603 among its holdings.

36 funds tracked by Wall St. Rank hold QDTE as of Q1 2026.

  • Root Financial Partners held 38 shares of Roundhill N-100 0DTE Covered Call Strategy ETF worth $1.04K as of Q1 2026.
  • Roundhill N-100 0DTE Covered Call Strategy ETF was a new Root Financial Partners position in Q1 2026.
  • Roundhill N-100 0DTE Covered Call Strategy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2603 holding.
  • 36 funds tracked by Wall St. Rank held Roundhill N-100 0DTE Covered Call Strategy ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.