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Macroview Investment Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-3
Closed -$113 – 174
2024
Q3 		$113 Buy
+3
New +$107 ﹤0.01% 568

Other funds holding CHAT

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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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Macroview Investment Management's CHAT Position: Q4 2024 in Review

Macroview Investment Management sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q4 2024, closing a stake of 3 shares — an estimated $113 sold.

Macroview Investment Management first reported a position in CHAT in Q3 2024 and held it in 1 quarter. The position peaked at $113 in Q3 2024. 40 funds tracked by Wall St. Rank hold CHAT as of Q4 2024.

  • Macroview Investment Management reported no remaining Roundhill Generative AI & Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 3 Roundhill Generative AI & Technology ETF shares in Q4 2024, an estimated $113.
  • Macroview Investment Management first reported a position in Roundhill Generative AI & Technology ETF in Q3 2024 and held it in 1 quarter.
  • Macroview Investment Management's Roundhill Generative AI & Technology ETF position peaked at $113 in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.