Evergreen Wealth Solutions »

Roundhill Generative Ai & Technology Etf shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $992k 17k 58.96

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)

View all positions for Evergreen Wealth Solutions

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