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Steward Partners Investment Advisory’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Steward Partners Investment Advisory’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 		$188 Buy
+2
New +$171 ﹤0.01% 4526

Other funds holding CHAT

MCM
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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Steward Partners Investment Advisory's CHAT Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026: 2 shares worth $188. The stake represents ﹤0.01% of the portfolio and ranks #4526 among its holdings.

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

  • Steward Partners Investment Advisory held 2 shares of Roundhill Generative AI & Technology ETF worth $188 as of Q2 2026.
  • Roundhill Generative AI & Technology ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4526 holding.
  • 210 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.