Elevated Capital Advisors
CHAT icon

Elevated Capital Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Elevated Capital 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
Q3 		$2.84K Hold
31
– – ﹤0.01% 626
2026
Q2 		$3.04K Hold
31
– – ﹤0.01% 620
2026
Q1 		$1.91K Hold
31
– – ﹤0.01% 664
2025
Q4 		$1.82K Buy
+31
New +$1.92K ﹤0.01% 637

Other funds holding CHAT

LPL Financial
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Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Commonwealth Equity Services
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
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Elevated Capital Advisors's CHAT Position: Q3 2026 in Review

Elevated Capital Advisors held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q3 2026 at 31 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Elevated Capital Advisors first reported a position in CHAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.04K in Q2 2026. 130 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • Elevated Capital Advisors held 31 shares of Roundhill Generative AI & Technology ETF worth $2.84K as of Q3 2026.
  • Elevated Capital Advisors left its Roundhill Generative AI & Technology ETF share count unchanged in Q3 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #626 holding.
  • Elevated Capital Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Roundhill Generative AI & Technology ETF position peaked at $3.04K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.