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Farther Finance Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Farther Finance 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
Q3 		$532K Buy
5,788
+284
+5% +$25K ﹤0.01% 1538
2026
Q2 		$543K Sell
5,504
-22
-0.4% -$1.88K ﹤0.01% 1503
2026
Q1 		$355K Buy
5,526
+77
+1% +$4.82K ﹤0.01% 1630
2025
Q4 		$321K Buy
+5,449
New +$338K ﹤0.01% 1607

Other funds holding CHAT

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Farther Finance Advisors's CHAT Position: Q3 2026 in Review

Farther Finance Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 5.2% in Q3 2026, buying an estimated $25K and bringing the position to 5,788 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Farther Finance Advisors first reported a position in CHAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $543K in Q2 2026. 13 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • Farther Finance Advisors held 5,788 shares of Roundhill Generative AI & Technology ETF worth $532K as of Q3 2026.
  • Farther Finance Advisors bought 284 Roundhill Generative AI & Technology ETF shares in Q3 2026, an estimated $25K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1538 holding.
  • Farther Finance Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Roundhill Generative AI & Technology ETF position peaked at $543K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.