SYBT
XDTE icon

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
Q2 		– Sell
-6,700
Closed -$246K – 410
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 $2.79B AUM 27.93% 1-Year Est. Return
CF
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
Jane Street New York $1.21T AUM 78.12% 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 $79.5B AUM 27.1% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Stock Yards Bank & Trust's XDTE Position: Q2 2026 in Review

Stock Yards Bank & Trust sold out of Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) in Q2 2026, closing a stake of 6,700 shares — an estimated $246K sold.

Stock Yards Bank & Trust first reported a position in XDTE in Q4 2025 and held it in 2 quarters. The position peaked at $266K in Q4 2025. 33 funds tracked by Wall St. Rank hold XDTE as of Q2 2026.

  • Stock Yards Bank & Trust reported no remaining Roundhill S&P 500 0DTE Covered Call Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 6,700 Roundhill S&P 500 0DTE Covered Call Strategy ETF shares in Q2 2026, an estimated $246K.
  • Stock Yards Bank & Trust first reported a position in Roundhill S&P 500 0DTE Covered Call Strategy ETF in Q4 2025 and held it in 2 quarters.
  • Stock Yards Bank & Trust's Roundhill S&P 500 0DTE Covered Call Strategy ETF position peaked at $266K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Roundhill S&P 500 0DTE Covered Call Strategy ETF as of Q2 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.