HGERS
CHAT icon

Householder Group Estate & Retirement Specialist’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$8K Hold
200
– – 0.01% 381
2024
Q3 		$7K Buy
+200
New +$7.12K ﹤0.01% 873

Other funds holding CHAT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CHAT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q4 2024 at 200 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #381.

Householder Group Estate & Retirement Specialist first reported a position in CHAT in Q3 2024 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold CHAT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 200 shares of Roundhill Generative AI & Technology ETF worth $8K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Roundhill Generative AI & Technology ETF share count unchanged in Q4 2024.
  • Roundhill Generative AI & Technology ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #381 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Roundhill Generative AI & Technology ETF in Q3 2024 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.