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IFP Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

IFP Advisors’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 		$117K Buy
1,187
+163
+16% +$13.9K ﹤0.01% 1864
2026
Q1 		$63.3K Hold
1,024
– – ﹤0.01% 2121
2025
Q4 		$60.4K Buy
1,024
+196
+24% +$12.2K ﹤0.01% 2080
2025
Q3 		$50.9K Buy
828
+188
+29% +$10.1K ﹤0.01% 2067
2025
Q2 		$31.2K Hold
640
– – ﹤0.01% 2299
2025
Q1 		$22.3K Hold
640
– – ﹤0.01% 2248
2024
Q4 		$25.9K Hold
640
– – ﹤0.01% 2130
2024
Q3 		$23.9K Hold
640
– – ﹤0.01% 2076
2024
Q2 		$23.9K Hold
640
– – ﹤0.01% 2005
2024
Q1 		$22.8K Hold
640
– – ﹤0.01% 1908
2023
Q4 		$19.8K Hold
640
– – ﹤0.01% 1921
2023
Q3 		$17.3K Hold
640
– – ﹤0.01% 2007
2023
Q2 		$18.4K Buy
+640
New +$18K ﹤0.01% 2048

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

IFP Advisors's CHAT Position: Q2 2026 in Review

IFP Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 16% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,187 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

IFP Advisors first reported a position in CHAT in Q2 2023 and has held it in 13 quarters since. 210 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • IFP Advisors held 1,187 shares of Roundhill Generative AI & Technology ETF worth $117K as of Q2 2026.
  • IFP Advisors bought 163 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $13.9K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1864 holding.
  • IFP Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q2 2023 and has held it in 13 quarters since.
  • 210 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.