SignatureFD
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SignatureFD’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

SignatureFD’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 		$1.46K Hold
16
– – ﹤0.01% 3256
2026
Q2 		$1.57K Hold
16
– – ﹤0.01% 3186
2026
Q1 		$984 Hold
16
– – ﹤0.01% 3217
2025
Q4 		$938 Buy
+16
New +$993 ﹤0.01% 3130

Other funds holding CHAT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Commonwealth Equity Services
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
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

SignatureFD's CHAT Position: Q3 2026 in Review

SignatureFD held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q3 2026 at 16 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3256.

SignatureFD first reported a position in CHAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.57K in Q2 2026. 124 funds tracked by Wall St. Rank hold CHAT as of Q3 2026.

  • SignatureFD held 16 shares of Roundhill Generative AI & Technology ETF worth $1.46K as of Q3 2026.
  • SignatureFD left its Roundhill Generative AI & Technology ETF share count unchanged in Q3 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3256 holding.
  • SignatureFD first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • SignatureFD's Roundhill Generative AI & Technology ETF position peaked at $1.57K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.