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

Redhawk Wealth 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 		$662K Buy
6,704
+1,946
+41% +$166K 0.07% 222
2026
Q1 		$294K Buy
+4,758
New +$298K 0.03% 302

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
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 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

Redhawk Wealth Advisors's CHAT Position: Q2 2026 in Review

Redhawk Wealth Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 41% in Q2 2026, buying an estimated $166K and bringing the position to 6,704 shares worth $662K. The position accounts for 0.07% of the portfolio, ranked #222.

Redhawk Wealth Advisors first reported a position in CHAT in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Redhawk Wealth Advisors held 6,704 shares of Roundhill Generative AI & Technology ETF worth $662K as of Q2 2026.
  • Redhawk Wealth Advisors bought 1,946 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $166K.
  • Roundhill Generative AI & Technology ETF made up 0.07% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • Redhawk Wealth Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

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