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Truvestments Capital’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Truvestments Capital’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 		– Sell
-20
Closed -$1.24K – 1166
2026
Q1 		$1.24K Buy
+20
New +$1.25K ﹤0.01% 1037

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GI
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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

Truvestments Capital's CHAT Position: Q2 2026 in Review

Truvestments Capital sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q2 2026, closing a stake of 20 shares — an estimated $1.24K sold.

Truvestments Capital first reported a position in CHAT in Q1 2026 and held it in 1 quarter. The position peaked at $1.24K in Q1 2026. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Truvestments Capital reported no remaining Roundhill Generative AI & Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Truvestments Capital sold 20 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $1.24K.
  • Truvestments Capital first reported a position in Roundhill Generative AI & Technology ETF in Q1 2026 and held it in 1 quarter.
  • Truvestments Capital's Roundhill Generative AI & Technology ETF position peaked at $1.24K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.