Armstrong Advisory Group’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Armstrong Advisory Group’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 Q3	$554K	Sell	6,020 -211	-3%	-$18.6K	0.03%	131
2026 Q2	$615K	Sell	6,231 -1,098	-15%	-$93.9K	0.04%	132
2026 Q1	$453K	Buy	7,329 +3,263	+80%	+$204K	0.03%	149
2025 Q4	$240K	Buy	4,066 +4,010	+7,161%	+$249K	0.02%	207
2025 Q3	$3.44K	Hold	56	–	–	﹤0.01%	805
2025 Q2	$2.73K	Buy	+56	New	+$2.23K	﹤0.01%	817

Other funds holding CHAT

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Armstrong Advisory Group's CHAT Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 3.4% in Q3 2026, selling an estimated $18.6K and leaving 6,020 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #131.

Armstrong Advisory Group first reported a position in CHAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $615K in Q2 2026. 13 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

Armstrong Advisory Group held 6,020 shares of Roundhill Generative AI & Technology ETF worth $554K as of Q3 2026.
Armstrong Advisory Group sold 211 Roundhill Generative AI & Technology ETF shares in Q3 2026, an estimated $18.6K.
Roundhill Generative AI & Technology ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q3 2026, its #131 holding.
Armstrong Advisory Group first reported a position in Roundhill Generative AI & Technology ETF in Q2 2025 and has held it in 6 quarters since.
Armstrong Advisory Group's Roundhill Generative AI & Technology ETF position peaked at $615K in Q2 2026.
13 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.