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 Q2	$301K	Buy	+3,046	New	+$261K	﹤0.01%	1809

Other funds holding CHAT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

Box Hill Private Wealth Scottsdale, Arizona $125M AUM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Merit Financial Group's CHAT Position: Q2 2026 in Review

Merit Financial Group opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 3,046 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1809 among its holdings.

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

Merit Financial Group held 3,046 shares of Roundhill Generative AI & Technology ETF worth $301K as of Q2 2026.
Roundhill Generative AI & Technology ETF was a new Merit Financial Group position in Q2 2026.
Roundhill Generative AI & Technology ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1809 holding.
39 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.