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Roundhill Etf Trust shares owned by Planning Directions

Quarter-by-quarter ownership of Roundhill Etf Trust (XPAY) shares owned by Planning Directions from 13F filings

Historical chart of Planning Directions investment in Roundhill Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Roundhill Etf Trust by Planning Directions

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 4.2k 53.91

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Mega Cap Val Etf (MGV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)

View all positions for Planning Directions

Top funds holding Roundhill Etf Trust

Wolverine Trading
Jane Street
Citadel Advisors
Planning Directions
Geneos Wealth Management
Farther Finance Advisors
Global Retirement Partners

View all funds holding Roundhill Etf Trust