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Roundhill Generative Ai & Technology Etf shares owned by Sun Group Wealth Partners

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

Historical chart of Sun Group Wealth Partners investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Sun Group Wealth 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 Sun Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 2.1k 98.69

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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Sun Group Wealth Partners

Top funds holding Roundhill Generative Ai & Technology Etf

Mainstay Capital Management
LPL Financial
Gradient Investments
Citadel Advisors
Commonwealth Equity Services
Mirae Asset Global Investments
Berbice Capital Management
Janney Montgomery Scott
Quadcap Wealth Management
Jane Street
Advisor Group Holdings
Mattson Financial Services
Summit Financial
LaSalle St. Investment Advisors
Gemmer Asset Management

View all funds holding Roundhill Generative Ai & Technology Etf