EWM
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Endowment Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Endowment Wealth Management’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$369K Buy
7,571
+1,419
+23% +$69.2K 0.19% 90
2025
Q1 		$214K Buy
+6,152
New +$214K 0.14% 131