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Paladin Wealth’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Paladin Wealth’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 		$510K Sell
5,164
-624
-11% -$53.4K 0.3% 94
2026
Q1 		$358K Buy
5,788
+1,284
+29% +$80.4K 0.25% 105
2025
Q4 		$266K Buy
+4,504
New +$279K 0.18% 113
2024
Q4 		– Sell
-538
Closed -$20.1K – 119
2024
Q3 		$20.1K Buy
+538
New +$19.1K 0.02% 155

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Paladin Wealth's CHAT Position: Q2 2026 in Review

Paladin Wealth reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 11% in Q2 2026, selling an estimated $53.4K and leaving 5,164 shares worth $510K. The position accounts for 0.3% of the portfolio, ranked #94.

Paladin Wealth first reported a position in CHAT in Q3 2024 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Paladin Wealth held 5,164 shares of Roundhill Generative AI & Technology ETF worth $510K as of Q2 2026.
  • Paladin Wealth sold 624 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $53.4K.
  • Roundhill Generative AI & Technology ETF made up 0.3% of Paladin Wealth's portfolio in Q2 2026, its #94 holding.
  • Paladin Wealth first reported a position in Roundhill Generative AI & Technology ETF in Q3 2024 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.