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Roundhill Generative Ai & Technology Etf shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 331 58.96
2025-09-30 $20k 330 61.50

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
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View all positions for Root Financial Partners

Top funds holding Roundhill Generative Ai & Technology Etf

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Janney Montgomery Scott
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