3Chopt Investment Partners’s Roundhill HALO ETF LOHA Stock Holding History

3Chopt Investment Partners’s Portfolio LOHA Stock Details LOHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Buy	+10,000	New	+$252K	0.05%	219

Other funds holding LOHA

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

3Chopt Investment Partners's LOHA Position: Q2 2026 in Review

3Chopt Investment Partners opened a new position in Roundhill HALO ETF (LOHA) in Q2 2026: 10,000 shares worth $258K. The stake represents 0.05% of the portfolio and ranks #219 among its holdings.

3 funds tracked by Wall St. Rank hold LOHA as of Q2 2026.

3Chopt Investment Partners held 10,000 shares of Roundhill HALO ETF worth $258K as of Q2 2026.
Roundhill HALO ETF was a new 3Chopt Investment Partners position in Q2 2026.
Roundhill HALO ETF made up 0.05% of 3Chopt Investment Partners's portfolio in Q2 2026, its #219 holding.
3 funds tracked by Wall St. Rank held Roundhill HALO ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.