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Roundhill Generative Ai & Technology Etf shares owned by PCG Wealth Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 2.1k 98.68

More positions owned by PCG Wealth Advisors

Capital Group Dividend Value Shs Creat Unit (CGDV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Capital Group Core Balanced SHS (CGBL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Covington Trust High Divid Etf (FDVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust St Str P500etf (SPYM)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Vaneck Etf Trust Urani Nucle Etf (NLR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for PCG Wealth 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