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Roundhill Generative Ai & Technology Etf shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by ValMark 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $256k 2.6k 98.68

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust St Str P400mid (SPMD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust St Shor Corp Etf (SPSB)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

Top funds holding Roundhill Generative Ai & Technology Etf

Mainstay Capital Management
LPL Financial
Gradient Investments
Susquehanna International
Commonwealth Equity Services
Old Mission Capital
Mirae Asset Global Investments
Janney Montgomery Scott
Berbice Capital Management
Summit Financial
Quadrature Capital
Gemmer Asset Management
Quadcap Wealth Management
Citadel Advisors
LaSalle St. Investment Advisors

View all funds holding Roundhill Generative Ai & Technology Etf