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Harbour Investments’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Harbour Investments’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 		$1.54M Buy
15,587
+13,531
+658% +$1.16M 0.02% 638
2026
Q1 		$127K Sell
2,056
-1,188
-37% -$74.4K ﹤0.01% 1791
2025
Q4 		$191K Buy
3,244
+575
+22% +$35.7K ﹤0.01% 1304
2025
Q3 		$164K Buy
2,669
+531
+25% +$28.5K ﹤0.01% 1315
2025
Q2 		$104K Hold
2,138
– – ﹤0.01% 1488
2025
Q1 		$74.5K Buy
2,138
+925
+76% +$37.2K ﹤0.01% 1583
2024
Q4 		$49.1K Hold
1,213
– – ﹤0.01% 1721
2024
Q3 		$45.4K Hold
1,213
– – ﹤0.01% 1712
2024
Q2 		$45.3K Hold
1,213
– – ﹤0.01% 1606
2024
Q1 		$43.2K Hold
1,213
– – ﹤0.01% 1596
2023
Q4 		$37.5K Hold
1,213
– – ﹤0.01% 1586
2023
Q3 		$32.7K Buy
+1,213
New +$34.6K ﹤0.01% 1528

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Harbour Investments's CHAT Position: Q2 2026 in Review

Harbour Investments increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 658% in Q2 2026, buying an estimated $1.16M and bringing the position to 15,587 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #638.

Harbour Investments first reported a position in CHAT in Q3 2023 and has held it in 12 quarters since. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Harbour Investments held 15,587 shares of Roundhill Generative AI & Technology ETF worth $1.54M as of Q2 2026.
  • Harbour Investments bought 13,531 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $1.16M.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #638 holding.
  • Harbour Investments first reported a position in Roundhill Generative AI & Technology ETF in Q3 2023 and has held it in 12 quarters since.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.