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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$925K Buy
9,375
+533
+6% +$45.6K ﹤0.01% 944
2026
Q1 		$547K Buy
8,842
+1,148
+15% +$71.9K ﹤0.01% 1067
2025
Q4 		$454K Buy
7,694
+6,669
+651% +$414K ﹤0.01% 1104
2025
Q3 		$63K Sell
1,025
-258
-20% -$13.9K ﹤0.01% 1674
2025
Q2 		$62.6K Buy
1,283
+718
+127% +$28.6K ﹤0.01% 1571
2025
Q1 		$19.7K Hold
565
– – ﹤0.01% 1747
2024
Q4 		$22.9K Buy
+565
New +$22.5K ﹤0.01% 1707

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

AE Wealth Management's CHAT Position: Q2 2026 in Review

AE Wealth Management increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 6% in Q2 2026, buying an estimated $45.6K and bringing the position to 9,375 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

AE Wealth Management first reported a position in CHAT in Q4 2024 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • AE Wealth Management held 9,375 shares of Roundhill Generative AI & Technology ETF worth $925K as of Q2 2026.
  • AE Wealth Management bought 533 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $45.6K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #944 holding.
  • AE Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.