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 Q3	$7.36K	Buy	+80	New	+$7.05K	﹤0.01%	2060
2026 Q2	–	Sell	-81	Closed	-$5.01K	–	916
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Root Financial Partners's CHAT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q3 2026: 80 shares worth $7.36K. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHAT as recently as Q1 2026.

Root Financial Partners first reported a position in CHAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.3K in Q3 2025. 97 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

Root Financial Partners held 80 shares of Roundhill Generative AI & Technology ETF worth $7.36K as of Q3 2026.
Roundhill Generative AI & Technology ETF was a new Root Financial Partners position in Q3 2026.
Roundhill Generative AI & Technology ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2060 holding.
Root Financial Partners first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Roundhill Generative AI & Technology ETF position peaked at $20.3K in Q3 2025.
97 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.