Valley National Advisers’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Valley National Advisers’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
2025 Q3	$1.16M	Buy
2025 Q2	$660K	Sell
2025 Q1	$488K	Buy
2024 Q4	$563K	Sell
2024 Q3	$522K	Buy
2024 Q2	$477K	Buy
2024 Q1	$205K	Buy