AWM
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AE Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

AE Wealth Management’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$62.6K Buy
1,283
+718
+127% +$35K ﹤0.01% 1571
2025
Q1 		$19.7K Hold
565
– – ﹤0.01% 1747
2024
Q4 		$22.9K Buy
+565
New +$22.9K ﹤0.01% 1707