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Independent Financial Group’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Independent Financial 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 		$859K Buy
+9,342
New +$823K 0.02% 741

Other funds holding CHAT

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Independent Financial Group's CHAT Position: Q3 2026 in Review

Independent Financial Group opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q3 2026: 9,342 shares worth $859K. The stake represents 0.02% of the portfolio and ranks #741 among its holdings.

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

  • Independent Financial Group held 9,342 shares of Roundhill Generative AI & Technology ETF worth $859K as of Q3 2026.
  • Roundhill Generative AI & Technology ETF was a new Independent Financial Group position in Q3 2026.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #741 holding.
  • 13 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.