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Roundhill Etf Trust shares owned by Claris Financial

Quarter-by-quarter ownership of Roundhill Etf Trust (XDTE) shares owned by Claris Financial from 13F filings

Historical chart of Claris Financial investment in Roundhill Etf Trust

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All positions including Roundhill Etf Trust held by Claris Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Etf Trust by Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $754k 17k 44.20
2025-03-31 $1.1M 22k 50.16
2024-12-31 $1.1M 22k 50.16

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding Roundhill Etf Trust

Citadel Advisors
Napa Wealth Management
Jane Street
Old Mission Capital
RFG Advisory
Commonwealth Equity Services
Claris Financial
IMC-Chicago
Cetera Investment Advisers
Bartlett & Co. Wealth Management
Pnc Financial Services
Cambridge Investment Research Advisors
TD Waterhouse Canada
BlackRock
Hanson McClain Advisors

View all funds holding Roundhill Etf Trust