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Parallel Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Parallel 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 		$62.5K Hold
633
– – ﹤0.01% 1993
2026
Q1 		$39.2K Hold
633
– – ﹤0.01% 2135
2025
Q4 		$37.4K Buy
633
+16
+3% +$993 ﹤0.01% 1998
2025
Q3 		$38K Buy
+617
New +$33.2K ﹤0.01% 1929

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
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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Parallel Advisors's CHAT Position: Q2 2026 in Review

Parallel Advisors held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q2 2026 at 633 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Parallel Advisors first reported a position in CHAT in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Parallel Advisors held 633 shares of Roundhill Generative AI & Technology ETF worth $62.5K as of Q2 2026.
  • Parallel Advisors left its Roundhill Generative AI & Technology ETF share count unchanged in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1993 holding.
  • Parallel Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.