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

Summit Financial’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 		$7.71M Buy
78,162
+24,701
+46% +$2.11M 0.08% 243
2026
Q1 		$3.31M Sell
53,461
-1,362
-2% -$85.3K 0.04% 430
2025
Q4 		$3.23M Buy
54,823
+426
+0.8% +$26.4K 0.05% 360
2025
Q3 		$3.35M Buy
+54,397
New +$2.92M 0.05% 348

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Summit Financial's CHAT Position: Q2 2026 in Review

Summit Financial increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 46% in Q2 2026, buying an estimated $2.11M and bringing the position to 78,162 shares worth $7.71M. The position accounts for 0.08% of the portfolio, ranked #243.

Summit Financial first reported a position in CHAT in Q3 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Summit Financial held 78,162 shares of Roundhill Generative AI & Technology ETF worth $7.71M as of Q2 2026.
  • Summit Financial bought 24,701 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $2.11M.
  • Roundhill Generative AI & Technology ETF made up 0.08% of Summit Financial's portfolio in Q2 2026, its #243 holding.
  • Summit Financial first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.