Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Roundhill Generative Ai & Technology Etf shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 14k 98.68

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Us Quality Grow (QGRW)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Roundhill Generative Ai & Technology Etf

Mainstay Capital Management
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Citadel Advisors
Commonwealth Equity Services
Mirae Asset Global Investments
Janney Montgomery Scott
Berbice Capital Management
Quadcap Wealth Management
Jane Street
Advisor Group Holdings
Summit Financial
LaSalle St. Investment Advisors
Gemmer Asset Management
Mattson Financial Services

View all funds holding Roundhill Generative Ai & Technology Etf