Savvy Advisors Inc’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Savvy Advisors Inc’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	$349K	Buy	+5,641	New	+$353K	0.01%	802

Other funds holding CHAT

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

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

Savvy Advisors Inc's CHAT Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q1 2026: 5,641 shares worth $349K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings.

148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

Savvy Advisors Inc held 5,641 shares of Roundhill Generative AI & Technology ETF worth $349K as of Q1 2026.
Roundhill Generative AI & Technology ETF was a new Savvy Advisors Inc position in Q1 2026.
Roundhill Generative AI & Technology ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #802 holding.
148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.