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Oxinas Partners Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Oxinas Partners Wealth Management’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 		$304K Buy
+3,076
New +$263K 0.12% 119
2026
Q1 		– Sell
-3,460
Closed -$204K – 146
2025
Q4 		$204K Buy
+3,460
New +$215K 0.1% 129

Other funds holding CHAT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $125M AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Oxinas Partners Wealth Management's CHAT Position: Q2 2026 in Review

Oxinas Partners Wealth Management opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 3,076 shares worth $304K. The stake represents 0.12% of the portfolio and ranks #119 among its holdings. This is a return to the name: Oxinas Partners Wealth Management previously reported a position in CHAT as recently as Q4 2025.

Oxinas Partners Wealth Management first reported a position in CHAT in Q4 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Oxinas Partners Wealth Management held 3,076 shares of Roundhill Generative AI & Technology ETF worth $304K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Oxinas Partners Wealth Management position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.12% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Oxinas Partners Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.