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Allen Mooney & Barnes Investment Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$464K Buy
4,700
+1,000
+27% +$85.5K 0.07% 106
2026
Q1 		$229K Hold
3,700
– – 0.03% 153
2025
Q4 		$218K Buy
+3,700
New +$230K 0.03% 149

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's CHAT Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 27% in Q2 2026, buying an estimated $85.5K and bringing the position to 4,700 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #106.

Allen Mooney & Barnes Investment Advisors first reported a position in CHAT in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 4,700 shares of Roundhill Generative AI & Technology ETF worth $464K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 1,000 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $85.5K.
  • Roundhill Generative AI & Technology ETF made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.