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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
Q2 		$769K Buy
7,791
+605
+8% +$51.8K ﹤0.01% 917
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 $1.35B 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 $7B AUM 14.85% 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 $201M AUM 33.49% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

United Capital Financial Advisors's CHAT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 8.4% in Q2 2026, buying an estimated $51.8K and bringing the position to 7,791 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

United Capital Financial Advisors first reported a position in CHAT in Q4 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • United Capital Financial Advisors held 7,791 shares of Roundhill Generative AI & Technology ETF worth $769K as of Q2 2026.
  • United Capital Financial Advisors bought 605 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $51.8K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #917 holding.
  • United Capital Financial Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.