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 Q3	$454K	Sell	4,933 -990	-17%	-$87.2K	0.02%	491
2026 Q2	$585K	Sell	5,923 -6,391	-52%	-$547K	0.03%	434
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Integrated Advisors Network's CHAT Position: Q3 2026 in Review

Integrated Advisors Network reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 17% in Q3 2026, selling an estimated $87.2K and leaving 4,933 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #491.

Integrated Advisors Network first reported a position in CHAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $867K in Q4 2025. 130 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

Integrated Advisors Network held 4,933 shares of Roundhill Generative AI & Technology ETF worth $454K as of Q3 2026.
Integrated Advisors Network sold 990 Roundhill Generative AI & Technology ETF shares in Q3 2026, an estimated $87.2K.
Roundhill Generative AI & Technology ETF made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #491 holding.
Integrated Advisors Network first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 4 quarters since.
Integrated Advisors Network's Roundhill Generative AI & Technology ETF position peaked at $867K in Q4 2025.
130 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.