Focus Partners Wealth
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Focus Partners Wealth’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Focus Partners Wealth’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$301K Hold
6,180
– – ﹤0.01% 1665
2025
Q1 		$215K Hold
6,180
– – ﹤0.01% 1709
2024
Q4 		$250K Buy
6,180
+145
+2% +$5.87K ﹤0.01% 1619
2024
Q3 		$226K Hold
6,035
– – ﹤0.01% 1402
2024
Q2 		$225K Buy
+6,035
New +$225K ﹤0.01% 1135