Certior Financial Group
CHAT icon

Certior Financial Group’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Certior Financial Group’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
Q3 		– Sell
-2,126
Closed -$210K – 145
2026
Q2 		$210K Buy
+2,126
New +$182K 0.11% 136

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Certior Financial Group's CHAT Position: Q3 2026 in Review

Certior Financial Group sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q3 2026, closing a stake of 2,126 shares — an estimated $210K sold.

Certior Financial Group first reported a position in CHAT in Q2 2026 and held it in 1 quarter. The position peaked at $210K in Q2 2026. 121 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • Certior Financial Group reported no remaining Roundhill Generative AI & Technology ETF position as of Q3 2026 after selling out during the quarter.
  • Certior Financial Group sold 2,126 Roundhill Generative AI & Technology ETF shares in Q3 2026, an estimated $210K.
  • Certior Financial Group first reported a position in Roundhill Generative AI & Technology ETF in Q2 2026 and held it in 1 quarter.
  • Certior Financial Group's Roundhill Generative AI & Technology ETF position peaked at $210K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.