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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
Q1 		– Sell
-69
Closed -$4.07K – 3886
2025
Q4 		$4.07K Buy
+69
New +$4.28K ﹤0.01% 2961

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QWM
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Jane Street
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MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Arax Advisory Partners's CHAT Position: Q1 2026 in Review

Arax Advisory Partners sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q1 2026, closing a stake of 69 shares — an estimated $4.07K sold.

Arax Advisory Partners first reported a position in CHAT in Q4 2025 and held it in 1 quarter. The position peaked at $4.07K in Q4 2025. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • Arax Advisory Partners reported no remaining Roundhill Generative AI & Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 69 Roundhill Generative AI & Technology ETF shares in Q1 2026, an estimated $4.07K.
  • Arax Advisory Partners first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and held it in 1 quarter.
  • Arax Advisory Partners's Roundhill Generative AI & Technology ETF position peaked at $4.07K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.