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Sowell Financial Services’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Sowell Financial Services’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 		$397K Buy
+4,024
New +$344K 0.01% 750

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GI
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Commonwealth Equity Services
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OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Sowell Financial Services's CHAT Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 4,024 shares worth $397K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings.

214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Sowell Financial Services held 4,024 shares of Roundhill Generative AI & Technology ETF worth $397K as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Sowell Financial Services position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #750 holding.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.