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Diversified Portfolios Inc’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Diversified Portfolios Inc’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 		$283K Buy
+2,863
New +$245K 0.02% 171

Other funds holding CHAT

MCM
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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

Diversified Portfolios Inc's CHAT Position: Q2 2026 in Review

Diversified Portfolios Inc opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 2,863 shares worth $283K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings.

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

  • Diversified Portfolios Inc held 2,863 shares of Roundhill Generative AI & Technology ETF worth $283K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Diversified Portfolios Inc position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #171 holding.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.