AWE
CHAT icon

Avidian Wealth Enterprises’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-2,095
Closed -$207K – 759
2026
Q2 		$207K Buy
+2,095
New +$179K 0.01% 696

Other funds holding CHAT

GI
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
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's CHAT Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q3 2026, closing a stake of 2,095 shares — an estimated $207K sold.

Avidian Wealth Enterprises first reported a position in CHAT in Q2 2026 and held it in 1 quarter. The position peaked at $207K in Q2 2026. 13 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining Roundhill Generative AI & Technology ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,095 Roundhill Generative AI & Technology ETF shares in Q3 2026, an estimated $207K.
  • Avidian Wealth Enterprises first reported a position in Roundhill Generative AI & Technology ETF in Q2 2026 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Roundhill Generative AI & Technology ETF position peaked at $207K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.