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Arax Advisory Partners’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Arax Advisory Partners’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 		$18.8K Buy
+191
New +$16.3K ﹤0.01% 4003
2026
Q1 		– Sell
-69
Closed -$4.07K – 3886
2025
Q4 		$4.07K Buy
+69
New +$4.28K ﹤0.01% 2961

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 $7B AUM 14.85% 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 $201M AUM 33.49% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Arax Advisory Partners's CHAT Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 191 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #4003 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in CHAT as recently as Q4 2025.

Arax Advisory Partners first reported a position in CHAT in Q4 2025 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Arax Advisory Partners held 191 shares of Roundhill Generative AI & Technology ETF worth $18.8K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Arax Advisory Partners position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4003 holding.
  • Arax Advisory Partners first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.