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Roundhill Generative Ai & Technology Etf shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Moneta Group 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.5M 56k 98.68

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)

View all positions for Moneta Group Investment Advisors

Top funds holding Roundhill Generative Ai & Technology Etf

Mainstay Capital Management
LPL Financial
Gradient Investments
Susquehanna International
Commonwealth Equity Services
Old Mission Capital
Mirae Asset Global Investments
Janney Montgomery Scott
Berbice Capital Management
Summit Financial
Quadrature Capital
Gemmer Asset Management
Quadcap Wealth Management
Citadel Advisors
LaSalle St. Investment Advisors

View all funds holding Roundhill Generative Ai & Technology Etf