Howard Financial Services
CHAT icon

Howard Financial Services’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Howard Financial Services’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 		$1.08M Hold
11,764
– – 0.11% 84
2026
Q2 		$1.16M Buy
+11,764
New +$1.01M 0.13% 73

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BCM
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Quadcap Wealth Management
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Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Money Concepts Capital
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Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Howard Financial Services's CHAT Position: Q3 2026 in Review

Howard Financial Services held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q3 2026 at 11,764 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #84.

Howard Financial Services first reported a position in CHAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.16M in Q2 2026. 107 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • Howard Financial Services held 11,764 shares of Roundhill Generative AI & Technology ETF worth $1.08M as of Q3 2026.
  • Howard Financial Services left its Roundhill Generative AI & Technology ETF share count unchanged in Q3 2026.
  • Roundhill Generative AI & Technology ETF made up 0.11% of Howard Financial Services's portfolio in Q3 2026, its #84 holding.
  • Howard Financial Services first reported a position in Roundhill Generative AI & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • Howard Financial Services's Roundhill Generative AI & Technology ETF position peaked at $1.16M in Q2 2026.
  • 107 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.