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Innovative Asset Advisors Group’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Innovative Asset Advisors 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
Q2 		– Sell
-200
Closed -$12.4K – 411
2026
Q1 		$12.4K Buy
+200
New +$12.5K 0.01% 593

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

Innovative Asset Advisors Group's CHAT Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026, closing a stake of 200 shares — an estimated $12.4K sold.

Innovative Asset Advisors Group first reported a position in CHAT in Q1 2026 and held it in 1 quarter. The position peaked at $12.4K in Q1 2026. 210 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Roundhill Generative AI & Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 200 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $12.4K.
  • Innovative Asset Advisors Group first reported a position in Roundhill Generative AI & Technology ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Roundhill Generative AI & Technology ETF position peaked at $12.4K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.