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Roundhill Generative Ai & Technology Etf shares owned by Endowment Wealth Management

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

Historical chart of Endowment Wealth Management investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Endowment 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 Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $549k 8.9k 61.50
2025-06-30 $369k 7.6k 48.78
2025-03-31 $214k 6.2k 34.85

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Circle Internet Group Com Cl A (CRCL)
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Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Us Gwt (IUSG)
New York Life Investments Et Nyli Hedge Multi (QAI)
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Ishares Tr Core Msci Eafe (IEFA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Core Msci Emkt (IEMG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Endowment Wealth Management

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