Gill Capital Partners’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Gill Capital Partners’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	$177K	Buy	+2,861	New	+$179K	0.05%	144

Other funds holding CHAT

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

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

Gill Capital Partners's CHAT Position: Q1 2026 in Review

Gill Capital Partners opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q1 2026: 2,861 shares worth $177K. The stake represents 0.05% of the portfolio and ranks #144 among its holdings.

148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

Gill Capital Partners held 2,861 shares of Roundhill Generative AI & Technology ETF worth $177K as of Q1 2026.
Roundhill Generative AI & Technology ETF was a new Gill Capital Partners position in Q1 2026.
Roundhill Generative AI & Technology ETF made up 0.05% of Gill Capital Partners's portfolio in Q1 2026, its #144 holding.
148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.