EverSource Wealth Advisors »

Roundhill Generative Ai & Technology Etf shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 300 58.96

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
iShares Gold Trust ETF Etf (IAU)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Apple Stock (AAPL)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Nvidia Corporation Stock (NVDA)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apollo Global Mgmt Stock (APO)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for EverSource Wealth 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