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

BXM Wealth’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
2025
Q4 		– Sell
-3,875
Closed -$238K – 142
2025
Q3 		$238K Buy
+3,875
New +$208K 0.23% 111

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KWM
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OMC
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Jane Street
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NWM
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BXM Wealth's CHAT Position: Q4 2025 in Review

BXM Wealth sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q4 2025, closing a stake of 3,875 shares — an estimated $238K sold.

BXM Wealth first reported a position in CHAT in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 139 funds tracked by Wall St. Rank hold CHAT as of Q4 2025.

  • BXM Wealth reported no remaining Roundhill Generative AI & Technology ETF position as of Q4 2025 after selling out during the quarter.
  • BXM Wealth sold 3,875 Roundhill Generative AI & Technology ETF shares in Q4 2025, an estimated $238K.
  • BXM Wealth first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and held it in 1 quarter.
  • BXM Wealth's Roundhill Generative AI & Technology ETF position peaked at $238K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q4 2025.

Based on BXM Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.