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Roundhill Generative Ai & Technology Etf shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by IFP 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $51k 828 61.50
2025-06-30 $31k 640 48.78
2025-03-31 $22k 640 34.85
2024-12-31 $26k 640 40.46
2024-09-30 $24k 640 37.42
2024-06-30 $24k 640 37.31
2024-03-31 $23k 640 35.59
2023-12-31 $20k 640 30.89
2023-09-30 $17k 640 26.96
2023-06-30 $18k 640 28.78

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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

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