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Seaview Investment Managers’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Seaview Investment Managers’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 		$2.33M Buy
23,646
+1,756
+8% +$150K 0.7% 32
2026
Q1 		$1.35M Buy
21,890
+1,666
+8% +$104K 0.49% 35
2025
Q4 		$1.19M Buy
+20,224
New +$1.25M 0.45% 35

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
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
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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Seaview Investment Managers's CHAT Position: Q2 2026 in Review

Seaview Investment Managers increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 8% in Q2 2026, buying an estimated $150K and bringing the position to 23,646 shares worth $2.33M. The position accounts for 0.7% of the portfolio, ranked #32.

Seaview Investment Managers first reported a position in CHAT in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Seaview Investment Managers held 23,646 shares of Roundhill Generative AI & Technology ETF worth $2.33M as of Q2 2026.
  • Seaview Investment Managers bought 1,756 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $150K.
  • Roundhill Generative AI & Technology ETF made up 0.7% of Seaview Investment Managers's portfolio in Q2 2026, its #32 holding.
  • Seaview Investment Managers first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.