Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Triumph Capital Management »

Roundhill Generative Ai & Technology Etf shares owned by Triumph Capital Management

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

Historical chart of Triumph Capital Management investment in Roundhill Generative Ai & Technology Etf

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Generative Ai & Technology Etf held by Triumph Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by Triumph Capital Management

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$12k	203	58.91
2025-09-30	$6.2k	100	61.50

More positions owned by Triumph Capital Management

Apple (AAPL)

First Trust Enhanced Short Maturity Etf SHS (FTSM)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

First Tr Exchange-traded Cap Strength Etf (FTCS)

First Tr Exchange-traded Smid Risng Etf (SDVY)

Ishares Tr Core S&p500 Etf (IVV)

Jpmorgan Ultra-short Income Etf SHS (JPST)

Dimensional Etf Trust Short Duration F (DFSD)

Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Exchange-traded SHS (FDL)

First Trust Low Duration Opportunities Etf SHS (LMBS)

Innovator Etfs Trust Quity Managd Flr (SFLR)

View all positions for Triumph Capital Management

Top funds holding Roundhill Generative Ai & Technology Etf

Mainstay Capital Management

LPL Financial

Gradient Investments

Jane Street

Susquehanna International

Kingsview Wealth Management

Old Mission Capital

Citadel Advisors

Commonwealth Equity Services

Simplex Trading

NRI Wealth Management LC

Gemmer Asset Management

Quadcap Wealth Management

Janney Montgomery Scott

Advisor Group Holdings

View all funds holding Roundhill Generative Ai & Technology Etf

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z