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Financial Freedom LLC’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Financial Freedom LLC’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 		– Sell
-161
Closed -$9.98K – 149
2026
Q1 		$9.98K Buy
+161
New +$10.1K 0.01% 298

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OMC
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Mirae Asset Global Investments
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Janney Montgomery Scott
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BCM
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SF
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Financial Freedom LLC's CHAT Position: Q2 2026 in Review

Financial Freedom LLC sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026, closing a stake of 161 shares — an estimated $9.98K sold.

Financial Freedom LLC first reported a position in CHAT in Q1 2026 and held it in 1 quarter. The position peaked at $9.98K in Q1 2026. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Financial Freedom LLC reported no remaining Roundhill Generative AI & Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 161 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $9.98K.
  • Financial Freedom LLC first reported a position in Roundhill Generative AI & Technology ETF in Q1 2026 and held it in 1 quarter.
  • Financial Freedom LLC's Roundhill Generative AI & Technology ETF position peaked at $9.98K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.