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Vestia Personal Wealth Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Vestia Personal Wealth 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 		$318K Buy
+5,149
New +$322K 0.15% 81

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 $67.7B AUM 51.91% 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 $1.03B AUM 28.22% 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

Vestia Personal Wealth Advisors's CHAT Position: Q1 2026 in Review

Vestia Personal Wealth Advisors opened a new position in Roundhill Generative AI & Technology ETF (CHAT) in Q1 2026: 5,149 shares worth $318K. The stake represents 0.15% of the portfolio and ranks #81 among its holdings.

148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • Vestia Personal Wealth Advisors held 5,149 shares of Roundhill Generative AI & Technology ETF worth $318K as of Q1 2026.
  • Roundhill Generative AI & Technology ETF was a new Vestia Personal Wealth Advisors position in Q1 2026.
  • Roundhill Generative AI & Technology ETF made up 0.15% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.