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

SHP Wealth Management’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	$31.2K	Buy	+798	New	+$31.1K	﹤0.01%	657

Other funds holding XDTE

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

SHP Wealth Management's XDTE Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) in Q2 2026: 798 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings.

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

SHP Wealth Management held 798 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $31.2K as of Q2 2026.
Roundhill S&P 500 0DTE Covered Call Strategy ETF was a new SHP Wealth Management position in Q2 2026.
Roundhill S&P 500 0DTE Covered Call Strategy ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #657 holding.
33 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.