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

Cassaday & Co 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 		$116K Buy
+1,178
New +$101K ﹤0.01% 444

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Cassaday & Co Wealth Management's CHAT Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 1,178 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings.

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

  • Cassaday & Co Wealth Management held 1,178 shares of Roundhill Generative AI & Technology ETF worth $116K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #444 holding.
  • 210 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.