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Roundhill Generative Ai & Technology Etf shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $910k 19k 48.78
2025-03-31 $998k 29k 34.85
2024-12-31 $1.1M 28k 40.46
2024-09-30 $419k 11k 37.42

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

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