Brown Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Brown Wealth 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	$421K	Sell	4,270 -15	-0.4%	-$1.28K	0.09%	90
2026 Q1	$265K	Buy	4,285 +404	+10%	+$25.3K	0.07%	102
2025 Q4	$229K	Buy	3,881 +470	+14%	+$29.2K	0.06%	102
2025 Q3	$210K	Buy	+3,411	New	+$183K	0.06%	95

Other funds holding CHAT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $125M AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Brown Wealth Management's CHAT Position: Q2 2026 in Review

Brown Wealth Management reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 0.35% in Q2 2026, selling an estimated $1.28K and leaving 4,270 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #90.

Brown Wealth Management first reported a position in CHAT in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

Brown Wealth Management held 4,270 shares of Roundhill Generative AI & Technology ETF worth $421K as of Q2 2026.
Brown Wealth Management sold 15 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $1.28K.
Roundhill Generative AI & Technology ETF made up 0.09% of Brown Wealth Management's portfolio in Q2 2026, its #90 holding.
Brown Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and has held it in 4 quarters since.
39 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.