Concurrent Investment Advisors »

Roundhill Generative Ai & Technology Etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Roundhill Generative Ai & Technology Etf

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Generative Ai & Technology Etf held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 18k 58.96
2025-09-30 $967k 16k 61.50

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Call Option (NVDA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)

View all positions for Concurrent Investment Advisors

Top funds holding Roundhill Generative Ai & Technology Etf

Mainstay Capital Management
LPL Financial
Gradient Investments
Jane Street
Susquehanna International
Kingsview Wealth Management
Old Mission Capital
Citadel Advisors
Commonwealth Equity Services
Simplex Trading
NRI Wealth Management LC
Gemmer Asset Management
Quadcap Wealth Management
Janney Montgomery Scott
Advisor Group Holdings

View all funds holding Roundhill Generative Ai & Technology Etf