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Roundhill Generative Ai & Technology Etf shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $315k 5.3k 58.96

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Apple Common Stock (AAPL)
Repligen Corporation Common Stock (RGEN)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Alphabet Inc. Class A Common Stock (GOOGL)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Roundhill Generative Ai & Technology Etf

Mainstay Capital Management
LPL Financial
Gradient Investments
Jane Street
Susquehanna International
Citadel Advisors
Kingsview Wealth Management
Old Mission Capital
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