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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
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 $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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $125M AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors's CHAT Position: Q2 2026 in Review

Farther Finance Advisors reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 0.4% in Q2 2026, selling an estimated $1.88K and leaving 5,504 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Farther Finance Advisors first reported a position in CHAT in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Farther Finance Advisors held 5,504 shares of Roundhill Generative AI & Technology ETF worth $543K as of Q2 2026.
  • Farther Finance Advisors sold 22 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $1.88K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1503 holding.
  • Farther Finance Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.