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

Stifel Financial’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$366K Sell
7,513
-5,451
-42% -$266K ﹤0.01% 2939
2025
Q1 		$452K Buy
+12,964
New +$452K ﹤0.01% 2732