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Roundhill Generative Ai & Technology Etf shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Synergy Investment Management 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $18k 290 61.85
2025-03-31 $10k 290 34.85

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Roundhill Generative Ai & Technology Etf

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

View all funds holding Roundhill Generative Ai & Technology Etf