Timothy G. Youngquist 2020 Irrevocable Trust’s Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF QDTE Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 Q3	$656K	Buy	+22,451	New	+$656K	0.12%	41

Other funds holding QDTE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's QDTE Position: Q3 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust opened a new position in Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF (QDTE) in Q3 2026: 22,451 shares worth $656K. The stake represents 0.12% of the portfolio and ranks #41 among its holdings.

7 funds tracked by Wall St. Rank hold QDTE as of Q3 2026.

Timothy G. Youngquist 2020 Irrevocable Trust held 22,451 shares of Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF worth $656K as of Q3 2026.
Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF was a new Timothy G. Youngquist 2020 Irrevocable Trust position in Q3 2026.
Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF made up 0.12% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q3 2026, its #41 holding.
7 funds tracked by Wall St. Rank held Roundhill Nasdaq-100 0DTE Covered Call ETF Strategy ETF as of Q3 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.