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Concurrent Investment Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Concurrent Investment Advisors’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 		$2.35M Buy
23,852
+7,360
+45% +$630K 0.02% 672
2026
Q1 		$1.02M Sell
16,492
-1,810
-10% -$113K 0.01% 870
2025
Q4 		$1.08M Buy
18,302
+2,580
+16% +$160K 0.01% 792
2025
Q3 		$967K Buy
+15,722
New +$845K 0.02% 667

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 $7B AUM 14.85% 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

Concurrent Investment Advisors's CHAT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 45% in Q2 2026, buying an estimated $630K and bringing the position to 23,852 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #672.

Concurrent Investment Advisors first reported a position in CHAT in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Concurrent Investment Advisors held 23,852 shares of Roundhill Generative AI & Technology ETF worth $2.35M as of Q2 2026.
  • Concurrent Investment Advisors bought 7,360 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $630K.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #672 holding.
  • Concurrent Investment Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.