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Highland Investment Advisors LLC’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Highland Investment Advisors LLC’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 		$6.91K Buy
+70
New +$5.99K ﹤0.01% 388

Other funds holding CHAT

MCM
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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
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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Highland Investment Advisors LLC's CHAT Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 70 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings.

177 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Highland Investment Advisors LLC held 70 shares of Roundhill Generative AI & Technology ETF worth $6.91K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #388 holding.
  • 177 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.