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Roundhill Generative Ai & Technology Etf shares owned by Box Hill Private Wealth

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

Historical chart of Box Hill Private Wealth investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Box Hill Private Wealth 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 Box Hill Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 19k 58.96

More positions owned by Box Hill Private Wealth

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Tesla Motors (TSLA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Etf (IWB)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Box Hill Private Wealth

Top funds holding Roundhill Generative Ai & Technology Etf

Mainstay Capital Management
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Price Capital Management
Kingsview Wealth Management
Citadel Advisors
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Simplex Trading
NRI Wealth Management LC
Gemmer Asset Management
Barclays
Quadcap Wealth Management
Summit Financial

View all funds holding Roundhill Generative Ai & Technology Etf