Envestnet Asset Management
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Envestnet Asset Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Envestnet Asset Management’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
2025
Q2 		$205K Sell
2025
Q1 		$694K Buy
2024
Q4 		$702K Buy
2024
Q3 		$639K Buy
2024
Q2 		$554K Buy
2024
Q1 		$230K Buy