Merit Financial Group
CHAT icon

Merit Financial Group’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Merit Financial Group’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
Q3 		$280K Hold
3,046
– – ﹤0.01% 1958
2026
Q2 		$301K Buy
+3,046
New +$261K ﹤0.01% 1809

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BCM
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Merit Financial Group's CHAT Position: Q3 2026 in Review

Merit Financial Group held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q3 2026 at 3,046 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Merit Financial Group first reported a position in CHAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $301K in Q2 2026. 184 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • Merit Financial Group held 3,046 shares of Roundhill Generative AI & Technology ETF worth $280K as of Q3 2026.
  • Merit Financial Group left its Roundhill Generative AI & Technology ETF share count unchanged in Q3 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1958 holding.
  • Merit Financial Group first reported a position in Roundhill Generative AI & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Roundhill Generative AI & Technology ETF position peaked at $301K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.