Belvedere Trading
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Belvedere Trading’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Belvedere Trading’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 		$59.2K Buy
+600
New +$51.3K ﹤0.01% 792
2026
Q1 		– Sell
-300
Closed -$17.7K – 785
2025
Q4 		$17.7K Buy
+300
New +$18.6K ﹤0.01% 738
2023
Q3 		– Sell
-100
Closed -$2.88K – 698
2023
Q2 		$2.88K Buy
+100
New +$2.81K ﹤0.01% 772

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 $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
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 $193M AUM 44.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Belvedere Trading's CHAT Position: Q2 2026 in Review

Belvedere Trading opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 19,659 shares worth $1.94M. The stake represents ﹤0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Belvedere Trading previously reported a position in CHAT as recently as Q4 2025.

Belvedere Trading first reported a position in CHAT in Q2 2023 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Belvedere Trading held 19,659 shares of Roundhill Generative AI & Technology ETF worth $1.94M as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Belvedere Trading position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q2 2026, its #135 holding.
  • Belvedere Trading first reported a position in Roundhill Generative AI & Technology ETF in Q2 2023 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Belvedere Trading's 13F filing for Q2 2026, filed 31 Jul 2026.