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Root Financial Partners’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Root Financial Partners’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
Q1 		$5.01K Sell
81
-250
-76% -$15.7K ﹤0.01% 1959
2025
Q4 		$19.5K Buy
331
+1
+0.3% +$62 ﹤0.01% 1199
2025
Q3 		$20.3K Buy
+330
New +$17.7K ﹤0.01% 1110

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Root Financial Partners's CHAT Position: Q1 2026 in Review

Root Financial Partners reduced its Roundhill Generative AI & Technology ETF (CHAT) stake by 76% in Q1 2026, selling an estimated $15.7K and leaving 81 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Root Financial Partners first reported a position in CHAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $20.3K in Q3 2025. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • Root Financial Partners held 81 shares of Roundhill Generative AI & Technology ETF worth $5.01K as of Q1 2026.
  • Root Financial Partners sold 250 Roundhill Generative AI & Technology ETF shares in Q1 2026, an estimated $15.7K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1959 holding.
  • Root Financial Partners first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Roundhill Generative AI & Technology ETF position peaked at $20.3K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.