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Jackson Grant Investment Advisers’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Jackson Grant Investment Advisers’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$111K Hold
2,278
– – 0.04% 142
2025
Q1 		$79.4K Hold
2,278
– – 0.03% 151
2024
Q4 		$92.2K Hold
2,278
– – 0.04% 147
2024
Q3 		$85.2K Hold
2,278
– – 0.03% 153
2024
Q2 		$85K Buy
+2,278
New +$85K 0.03% 149