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Roundhill Etf Trust shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Roundhill Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Etf Trust held by SHP 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $31k 798 39.06

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr High Yld Systm B (HYDB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for SHP Wealth Management

Top funds holding Roundhill Etf Trust

Proficio Capital Partners
Centaurus Financial
Navis Wealth Advisors
Jane Street
RFG Advisory
Commonwealth Equity Services
Mather Group
Cetera Investment Advisers
Bartlett & Co. Wealth Management
NewEdge Wealth
Cura Wealth Advisors
Citadel Advisors
Pnc Financial Services
Cambridge Investment Research Advisors
Tucker Asset Management

View all funds holding Roundhill Etf Trust