Commonwealth Equity Services
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Commonwealth Equity Services’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Commonwealth Equity Services’s Portfolio CHAT Stock Details CHAT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.36M Buy
2025
Q2 		$3.97M Sell
2025
Q1 		$3.94M Sell
2024
Q4 		$5.26M Sell
2024
Q3 		$4.89M Sell
2024
Q2 		$5.65M Buy
2024
Q1 		$868K Buy
2023
Q4 		$326K Buy