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

Integrated Advisors Network’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 Q1	$762K	Sell	12,314 -2,391	-16%	-$150K	0.04%	368
2025 Q4	$867K	Buy	+14,705	New	+$912K	0.04%	372

Other funds holding CHAT

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Integrated Advisors Network's CHAT Position: Q1 2026 in Review

Integrated Advisors Network reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 16% in Q1 2026, selling an estimated $150K and leaving 12,314 shares worth $762K. The position accounts for 0.04% of the portfolio, ranked #368.

Integrated Advisors Network first reported a position in CHAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $867K in Q4 2025. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

Integrated Advisors Network held 12,314 shares of Roundhill Generative AI & Technology ETF worth $762K as of Q1 2026.
Integrated Advisors Network sold 2,391 Roundhill Generative AI & Technology ETF shares in Q1 2026, an estimated $150K.
Roundhill Generative AI & Technology ETF made up 0.04% of Integrated Advisors Network's portfolio in Q1 2026, its #368 holding.
Integrated Advisors Network first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 2 quarters since.
Integrated Advisors Network's Roundhill Generative AI & Technology ETF position peaked at $867K in Q4 2025.
148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.