EWM
CHAT icon

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
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 $1.3B 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 $299B AUM 28.69% 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

Evolution Wealth Management's CHAT Position: Q1 2026 in Review

Evolution Wealth Management held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q1 2026 at 1,368 shares worth $84.6K. The position accounts for 0.06% of the portfolio, ranked #192.

Evolution Wealth Management first reported a position in CHAT in Q2 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • Evolution Wealth Management held 1,368 shares of Roundhill Generative AI & Technology ETF worth $84.6K as of Q1 2026.
  • Evolution Wealth Management left its Roundhill Generative AI & Technology ETF share count unchanged in Q1 2026.
  • Roundhill Generative AI & Technology ETF made up 0.06% of Evolution Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Evolution Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.