Roundhill Generative Ai & Technology Etf shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Roundhill Generative Ai & Technology Etf
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All positions including Roundhill Generative Ai & Technology Etf held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Roundhill Generative Ai & Technology Etf by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 18k | 61.50 |
| 2025-06-30 | $653k | 13k | 48.78 |
| 2025-03-31 | $291k | 8.3k | 34.85 |
| 2024-12-31 | $489k | 12k | 40.46 |
| 2024-09-30 | $427k | 11k | 37.42 |
| 2024-06-30 | $386k | 10k | 37.31 |
| 2024-03-31 | $343k | 9.6k | 35.59 |
| 2023-12-31 | $285k | 9.2k | 30.89 |
| 2023-09-30 | $216k | 8.0k | 26.96 |
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