SWM
CHAT icon

SeaCrest Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

SeaCrest Wealth Management’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 		$1.35M Sell
13,687
-470
-3% -$40.2K 0.15% 130
2026
Q1 		$876K Buy
14,157
+1,538
+12% +$96.3K 0.09% 213
2025
Q4 		$774K Buy
12,619
+374
+3% +$23.2K 0.08% 232
2025
Q3 		$797K Buy
12,245
+2,295
+23% +$123K 0.08% 216
2025
Q2 		$485K Buy
9,950
+2,600
+35% +$103K 0.05% 320
2025
Q1 		$256K Sell
7,350
-1,400
-16% -$56.3K 0.03% 543
2024
Q4 		$354K Sell
8,750
-575
-6% -$22.9K 0.04% 440
2024
Q3 		$349K Hold
9,325
– – 0.04% 446
2024
Q2 		$348K Buy
9,325
+1,250
+15% +$43.9K 0.04% 415
2024
Q1 		$287K Buy
+8,075
New +$273K 0.04% 456

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
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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return