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Roundhill Generative Ai & Technology Etf shares owned by Gladstone Institutional Advisory

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

Historical chart of Gladstone Institutional Advisory investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $349k 5.9k 58.97
2025-09-30 $338k 5.5k 61.50

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NVIDIA Corporation (NVDA)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Gladstone Institutional Advisory

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