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Regatta Research & Money Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Regatta Research & Money 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 		$923K Buy
+9,354
New +$800K 0.87% 25

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
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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Regatta Research & Money Management's CHAT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 9,354 shares worth $923K. The stake represents 0.87% of the portfolio and ranks #25 among its holdings.

160 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Regatta Research & Money Management held 9,354 shares of Roundhill Generative AI & Technology ETF worth $923K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.87% of Regatta Research & Money Management's portfolio in Q2 2026, its #25 holding.
  • 160 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.