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

Evolution Wealth 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
2026
Q2 		$135K Hold
1,368
– – 0.08% 162
2026
Q1 		$84.6K Hold
1,368
– – 0.06% 192
2025
Q4 		$80.7K Buy
1,368
+939
+219% +$58.3K 0.07% 192
2025
Q3 		$26.4K Sell
429
-542
-56% -$29.1K 0.03% 269
2025
Q2 		$47.4K Buy
+971
New +$38.6K 0.06% 189

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
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

Evolution Wealth Management's CHAT Position: Q2 2026 in Review

Evolution Wealth Management held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q2 2026 at 1,368 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #162.

Evolution Wealth Management first reported a position in CHAT in Q2 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Evolution Wealth Management held 1,368 shares of Roundhill Generative AI & Technology ETF worth $135K as of Q2 2026.
  • Evolution Wealth Management left its Roundhill Generative AI & Technology ETF share count unchanged in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.08% of Evolution Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Evolution Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.