Janney Montgomery Scott
CHAT icon

Janney Montgomery Scott’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Janney Montgomery Scott’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 		$4.49M Buy
72,650
+9,552
+15% +$598K 0.01% 886
2025
Q4 		$3.72M Buy
63,098
+18,467
+41% +$1.15M 0.01% 1037
2025
Q3 		$2.75M Buy
44,631
+20,755
+87% +$1.12M 0.01% 1165
2025
Q2 		$1.17M Buy
23,876
+17,659
+284% +$703K ﹤0.01% 1499
2025
Q1 		$217K Buy
6,217
+700
+13% +$28.1K ﹤0.01% 2490
2024
Q4 		$223K Buy
+5,517
New +$220K ﹤0.01% 2495

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return