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Meitav Investment House’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Meitav Investment House’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 		$218K Buy
+2,230
New +$191K ﹤0.01% 295
2023
Q3 		– Sell
-1,200
Closed -$34.3K – 366
2023
Q2 		$34.3K Buy
+1,200
New +$33.7K ﹤0.01% 473

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 $7B AUM 14.85% 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 $201M AUM 33.49% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Meitav Investment House's CHAT Position: Q2 2026 in Review

Meitav Investment House opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 2,230 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in CHAT as recently as Q2 2023.

Meitav Investment House first reported a position in CHAT in Q2 2023 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Meitav Investment House held 2,230 shares of Roundhill Generative AI & Technology ETF worth $218K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Meitav Investment House position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #295 holding.
  • Meitav Investment House first reported a position in Roundhill Generative AI & Technology ETF in Q2 2023 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.