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Roundhill Generative Ai & Technology Etf shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Roundhill Generative Ai & Technology Etf

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Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $763k 12k 61.50
2025-06-30 $536k 11k 48.78
2025-03-31 $246k 7.1k 34.85
2024-12-31 $281k 7.0k 40.46
2024-09-30 $247k 6.6k 37.42

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View all positions for Creative Planning

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