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Moneta Group Investment Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Moneta Group Investment Advisors’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 		$5.47M Buy
+55,467
New +$4.74M 0.04% 176

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
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 $193M AUM 44.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Moneta Group Investment Advisors's CHAT Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 55,467 shares worth $5.47M. The stake represents 0.04% of the portfolio and ranks #176 among its holdings.

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

  • Moneta Group Investment Advisors held 55,467 shares of Roundhill Generative AI & Technology ETF worth $5.47M as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Moneta Group Investment Advisors position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #176 holding.
  • 210 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.