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Belpointe Asset Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Belpointe Asset Management’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 		$646K Buy
+6,550
New +$560K 0.02% 634

Other funds holding CHAT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Belpointe Asset Management's CHAT Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 6,550 shares worth $646K. The stake represents 0.02% of the portfolio and ranks #634 among its holdings.

88 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Belpointe Asset Management held 6,550 shares of Roundhill Generative AI & Technology ETF worth $646K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Belpointe Asset Management position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #634 holding.
  • 88 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.