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Roundhill Etf Trust shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Roundhill Etf Trust (QDTE) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Roundhill Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Etf Trust held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Etf Trust by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.0k 300 30.00

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Roundhill Etf Trust

Mml Investors Services
Proficio Capital Partners
Envestnet Asset Management
Quadrature Capital
Navis Wealth Advisors
Citadel Advisors
Advisor Group Holdings
Jane Street
Johnson Investment Counsel
Renaissance Technologies
International Assets Investment Management
TCG Advisory Services
Ducere Wealth Management
Centaurus Financial
Cetera Investment Advisers

View all funds holding Roundhill Etf Trust