HighPoint Advisor Group’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

HighPoint Advisor Group’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 Q3	$212K	Buy	+2,310	New	+$204K	0.01%	673

Other funds holding CHAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

HighPoint Advisor Group's CHAT Position: Q3 2026 in Review

HighPoint Advisor Group opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q3 2026: 2,310 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #673 among its holdings.

173 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

HighPoint Advisor Group held 2,310 shares of Roundhill Generative AI & Technology ETF worth $212K as of Q3 2026.
Roundhill Generative AI & Technology ETF was a new HighPoint Advisor Group position in Q3 2026.
Roundhill Generative AI & Technology ETF made up 0.01% of HighPoint Advisor Group's portfolio in Q3 2026, its #673 holding.
173 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on HighPoint Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.