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Legacy Investment Solutions’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$43.6K Buy
+893
New +$35.5K 0.02% 166

Other funds holding CHAT

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Legacy Investment Solutions's CHAT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2025: 893 shares worth $43.6K. The stake represents 0.02% of the portfolio and ranks #166 among its holdings.

63 funds tracked by Wall St. Rank hold CHAT as of Q2 2025.

  • Legacy Investment Solutions held 893 shares of Roundhill Generative AI & Technology ETF worth $43.6K as of Q2 2025.
  • Roundhill Generative AI & Technology ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Roundhill Generative AI & Technology ETF made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #166 holding.
  • 63 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.