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Ritter Daniher Financial Advisory’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Ritter Daniher Financial Advisory’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 		$16.5K Buy
167
+6
+4% +$513 ﹤0.01% 385
2026
Q1 		$9.96K Buy
161
+125
+347% +$7.83K ﹤0.01% 435
2025
Q4 		$2.12K Buy
+36
New +$2.23K ﹤0.01% 554

Other funds holding CHAT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 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

Ritter Daniher Financial Advisory's CHAT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 3.7% in Q2 2026, buying an estimated $513 and bringing the position to 167 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Ritter Daniher Financial Advisory first reported a position in CHAT in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Ritter Daniher Financial Advisory held 167 shares of Roundhill Generative AI & Technology ETF worth $16.5K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 6 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $513.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #385 holding.
  • Ritter Daniher Financial Advisory first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.