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United Capital Financial Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

United Capital Financial Advisors’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
Q1 		$444K Buy
7,186
+1,840
+34% +$115K ﹤0.01% 1123
2025
Q4 		$315K Buy
+5,346
New +$332K ﹤0.01% 1141

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

United Capital Financial Advisors's CHAT Position: Q1 2026 in Review

United Capital Financial Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 34% in Q1 2026, buying an estimated $115K and bringing the position to 7,186 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

United Capital Financial Advisors first reported a position in CHAT in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • United Capital Financial Advisors held 7,186 shares of Roundhill Generative AI & Technology ETF worth $444K as of Q1 2026.
  • United Capital Financial Advisors bought 1,840 Roundhill Generative AI & Technology ETF shares in Q1 2026, an estimated $115K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1123 holding.
  • United Capital Financial Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.