Roundhill Generative Ai & Technology Etf shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Roundhill Generative Ai & Technology Etf
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Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $602k | 9.8k | 61.50 |
| 2025-06-30 | $477k | 9.8k | 48.78 |
| 2025-03-31 | $341k | 9.8k | 34.85 |
| 2024-12-31 | $396k | 9.8k | 40.46 |
| 2024-09-30 | $364k | 9.7k | 37.42 |
| 2024-06-30 | $374k | 10k | 37.31 |
| 2024-03-31 | $347k | 9.8k | 35.59 |
| 2023-12-31 | $264k | 8.6k | 30.89 |
| 2023-09-30 | $231k | 8.6k | 26.96 |
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