Cambridge Investment Research Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Cambridge Investment Research Advisors’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	$3.71M	Buy	37,542 +7,771	+26%	+$665K	0.01%	1224
2026 Q1	$1.84M	Buy	29,771 +8,780	+42%	+$550K	﹤0.01%	1655
2025 Q4	$1.24M	Buy	20,991 +3,556	+20%	+$221K	﹤0.01%	1926
2025 Q3	$1.07M	Sell	17,435 -5,779	-25%	-$311K	﹤0.01%	2003
2025 Q2	$1.13M	Buy	23,214 +16,557	+249%	+$659K	﹤0.01%	1852
2025 Q1	$232K	Buy	+6,657	New	+$268K	﹤0.01%	3085

Other funds holding CHAT

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors's CHAT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 26% in Q2 2026, buying an estimated $665K and bringing the position to 37,542 shares worth $3.71M. The position accounts for 0.01% of the portfolio, ranked #1224.

Cambridge Investment Research Advisors first reported a position in CHAT in Q1 2025 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

Cambridge Investment Research Advisors held 37,542 shares of Roundhill Generative AI & Technology ETF worth $3.71M as of Q2 2026.
Cambridge Investment Research Advisors bought 7,771 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $665K.
Roundhill Generative AI & Technology ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1224 holding.
Cambridge Investment Research Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q1 2025 and has held it in 6 quarters since.
214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.