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Roundhill Generative Ai & Technology Etf shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 137k 29.46

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Procter & Gamble Company (PG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Apple (AAPL)
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NVIDIA Corporation (NVDA)
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Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Morningstar Grwt (ILCG)

View all positions for Strategic Financial Concepts

Top funds holding Roundhill Generative Ai & Technology Etf

Venture Visionary Partners
LPL Financial
Commonwealth Equity Services
Strategic Financial Concepts
Gradient Investments
WJ Wealth Management
Susquehanna International
Gemmer Asset Management
Old Mission Capital
Envestnet Asset Management
Valley National Advisers
International Assets Investment Management
Visionary Wealth Advisors
Beacon Financial Advisory
SeaCrest Wealth Management

View all funds holding Roundhill Generative Ai & Technology Etf