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Plante Moran Financial Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Plante Moran Financial 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 		$592 Buy
+6
New +$513 ﹤0.01% 1075

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Plante Moran Financial Advisors's CHAT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 6 shares worth $592. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings.

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

  • Plante Moran Financial Advisors held 6 shares of Roundhill Generative AI & Technology ETF worth $592 as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1075 holding.
  • 210 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.