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MPWM Advisory Solutions’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

MPWM Advisory Solutions’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 		$49.3K Buy
+500
New +$42.8K 0.02% 208

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MPWM Advisory Solutions's CHAT Position: Q2 2026 in Review

MPWM Advisory Solutions opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 500 shares worth $49.3K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings.

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

  • MPWM Advisory Solutions held 500 shares of Roundhill Generative AI & Technology ETF worth $49.3K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new MPWM Advisory Solutions position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #208 holding.
  • 210 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.