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Advyzon Investment Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Advyzon Investment Management’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$325K Buy
+3,293
New +$282K 0.02% 594
2026
Q1 		– Sell
-3,552
Closed -$209K – 683
2025
Q4 		$209K Buy
3,552
+286
+9% +$17.7K 0.02% 555
2025
Q3 		$201K Buy
+3,266
New +$175K 0.03% 462
2025
Q1 		– Sell
-6,924
Closed -$280K – 288
2024
Q4 		$280K Buy
+6,924
New +$276K 0.11% 173

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Advyzon Investment Management's CHAT Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 3,293 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #594 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in CHAT as recently as Q4 2025.

Advyzon Investment Management first reported a position in CHAT in Q4 2024 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Advyzon Investment Management held 3,293 shares of Roundhill Generative AI & Technology ETF worth $325K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Advyzon Investment Management position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #594 holding.
  • Advyzon Investment Management first reported a position in Roundhill Generative AI & Technology ETF in Q4 2024 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.