Cetera Investment Advisers
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Cetera Investment Advisers’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Cetera Investment Advisers’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 		$522K Buy
+5,286
New +$452K ﹤0.01% 3662
2026
Q1 		– Sell
-14,311
Closed -$844K – 4832
2025
Q4 		$844K Sell
14,311
-9,358
-40% -$581K ﹤0.01% 2972
2025
Q3 		$1.46M Buy
23,669
+18,949
+401% +$1.02M ﹤0.01% 2447
2025
Q2 		$230K Buy
+4,720
New +$188K ﹤0.01% 3623

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Janney Montgomery Scott
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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Cetera Investment Advisers's CHAT Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 5,286 shares worth $522K. The stake represents ﹤0.01% of the portfolio and ranks #3662 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in CHAT as recently as Q4 2025.

Cetera Investment Advisers first reported a position in CHAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.46M in Q3 2025. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Cetera Investment Advisers held 5,286 shares of Roundhill Generative AI & Technology ETF worth $522K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Cetera Investment Advisers position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3662 holding.
  • Cetera Investment Advisers first reported a position in Roundhill Generative AI & Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Roundhill Generative AI & Technology ETF position peaked at $1.46M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.