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

Root Financial Partners’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 		$1.03K Buy
+28
New +$1.09K ﹤0.01% 2607

Other funds holding XDTE

PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RA
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

Root Financial Partners opened a new position in Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) in Q1 2026: 28 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #2607 among its holdings.

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

  • Root Financial Partners held 28 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $1.03K as of Q1 2026.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF was a new Root Financial Partners position in Q1 2026.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2607 holding.
  • 32 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q1 2026.

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