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Roundhill Generative Ai & Technology Etf shares owned by Glass Jacobson Investment Advisors

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

Historical chart of Glass Jacobson Investment Advisors investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 442 61.50
2025-06-30 $22k 442 48.78
2025-03-31 $18k 442 40.46
2024-12-31 $18k 442 40.46
2024-09-30 $17k 442 37.42
2024-06-30 $17k 442 37.31

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr S&p Mc 400vl Etf (IJJ)

View all positions for Glass Jacobson Investment Advisors

Top funds holding Roundhill Generative Ai & Technology Etf

Jane Street
LPL Financial
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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