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Columbia Advisory Partners’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Columbia Advisory Partners’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 		$285K Buy
+2,885
New +$247K 0.16% 81

Other funds holding CHAT

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Columbia Advisory Partners's CHAT Position: Q2 2026 in Review

Columbia Advisory Partners opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 2,885 shares worth $285K. The stake represents 0.16% of the portfolio and ranks #81 among its holdings.

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

  • Columbia Advisory Partners held 2,885 shares of Roundhill Generative AI & Technology ETF worth $285K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Columbia Advisory Partners position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.16% of Columbia Advisory Partners's portfolio in Q2 2026, its #81 holding.
  • 108 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.