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

Spire 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 		$121K Hold
1,231
– – ﹤0.01% 921
2026
Q1 		$76.1K Buy
1,231
+231
+23% +$14.5K ﹤0.01% 1055
2025
Q4 		$59K Hold
1,000
– – ﹤0.01% 1133
2025
Q3 		$61.5K Hold
1,000
– – ﹤0.01% 1163
2025
Q2 		$48.8K Buy
+1,000
New +$39.8K ﹤0.01% 1201

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
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
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

Spire Wealth Management's CHAT Position: Q2 2026 in Review

Spire Wealth Management held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q2 2026 at 1,231 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Spire Wealth Management first reported a position in CHAT in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Spire Wealth Management held 1,231 shares of Roundhill Generative AI & Technology ETF worth $121K as of Q2 2026.
  • Spire Wealth Management left its Roundhill Generative AI & Technology ETF share count unchanged in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #921 holding.
  • Spire Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.