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Stock Yards Bank & Trust’s Roundhill S&P 500 0DTE Covered Call Strategy ETF XDTE Stock Holding History

Stock Yards Bank & Trust’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 		$246K Hold
6,700
– – 0.01% 366
2025
Q4 		$266K Buy
+6,700
New +$291K 0.01% 361

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 $10B AUM 15.14% 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

Stock Yards Bank & Trust's XDTE Position: Q1 2026 in Review

Stock Yards Bank & Trust held its Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) position steady in Q1 2026 at 6,700 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #366.

Stock Yards Bank & Trust first reported a position in XDTE in Q4 2025 and has held it in 2 quarters since. The position peaked at $266K in Q4 2025. 32 funds tracked by Wall St. Rank hold XDTE as of Q1 2026.

  • Stock Yards Bank & Trust held 6,700 shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF worth $246K as of Q1 2026.
  • Stock Yards Bank & Trust left its Roundhill S&P 500 0DTE Covered Call Strategy ETF share count unchanged in Q1 2026.
  • Roundhill S&P 500 0DTE Covered Call Strategy ETF made up 0.01% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #366 holding.
  • Stock Yards Bank & Trust first reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • Stock Yards Bank & Trust's Roundhill S&P 500 0DTE Covered Call Strategy ETF position peaked at $266K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.