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Roundhill Generative Ai & Technology Etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 1.0k 61.50
2025-06-30 $63k 1.3k 48.78
2025-03-31 $20k 565 34.85
2024-12-31 $23k 565 40.46

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Roundhill Generative Ai & Technology Etf

Jane Street
LPL Financial
Gradient Investments
Susquehanna International
Price Capital Management
Citadel Advisors
Commonwealth Equity Services
Simplex Trading
Gemmer Asset Management
Barclays
Quadcap Wealth Management
Summit Financial
Mattson Financial Services
Envestnet Asset Management
Janney Montgomery Scott

View all funds holding Roundhill Generative Ai & Technology Etf