Chris Bulman’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Chris Bulman’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	$262K	Buy	+2,848	New	+$251K	0.09%	141

Other funds holding CHAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Chris Bulman's CHAT Position: Q3 2026 in Review

Chris Bulman opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q3 2026: 2,848 shares worth $262K. The stake represents 0.09% of the portfolio and ranks #141 among its holdings.

107 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

Chris Bulman held 2,848 shares of Roundhill Generative AI & Technology ETF worth $262K as of Q3 2026.
Roundhill Generative AI & Technology ETF was a new Chris Bulman position in Q3 2026.
Roundhill Generative AI & Technology ETF made up 0.09% of Chris Bulman's portfolio in Q3 2026, its #141 holding.
107 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Chris Bulman's 13F filing for Q3 2026, filed 20 Oct 2026.