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EverSource Wealth Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

EverSource Wealth 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
Q1 		$18.6K Hold
300
– – ﹤0.01% 2544
2025
Q4 		$17.7K Buy
+300
New +$18.6K ﹤0.01% 2461

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

EverSource Wealth Advisors's CHAT Position: Q1 2026 in Review

EverSource Wealth Advisors held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q1 2026 at 300 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

EverSource Wealth Advisors first reported a position in CHAT in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • EverSource Wealth Advisors held 300 shares of Roundhill Generative AI & Technology ETF worth $18.6K as of Q1 2026.
  • EverSource Wealth Advisors left its Roundhill Generative AI & Technology ETF share count unchanged in Q1 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2544 holding.
  • EverSource Wealth Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.