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Jackson Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Jackson Wealth Management’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
-4,506
Closed -$279K – 91
2026
Q1 		$279K Hold
4,506
– – 0.03% 126
2025
Q4 		$266K Buy
4,506
+1,024
+29% +$63.5K 0.03% 127
2025
Q3 		$214K Buy
+3,482
New +$187K 0.02% 154

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

Jackson Wealth Management's CHAT Position: Q2 2026 in Review

Jackson Wealth Management sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026, closing a stake of 4,506 shares — an estimated $279K sold.

Jackson Wealth Management first reported a position in CHAT in Q3 2025 and held it in 3 quarters. The position peaked at $279K in Q1 2026. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Jackson Wealth Management reported no remaining Roundhill Generative AI & Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Jackson Wealth Management sold 4,506 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $279K.
  • Jackson Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and held it in 3 quarters.
  • Jackson Wealth Management's Roundhill Generative AI & Technology ETF position peaked at $279K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.