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

Visionary 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
Q2 		$2.32M Buy
23,462
+1,761
+8% +$151K 0.09% 197
2026
Q1 		$1.34M Buy
21,701
+27
+0.1% +$1.69K 0.06% 229
2025
Q4 		$1.28M Buy
21,674
+3,736
+21% +$232K 0.06% 238
2025
Q3 		$1.1M Buy
17,938
+4,545
+34% +$244K 0.05% 260
2025
Q2 		$653K Buy
13,393
+5,055
+61% +$201K 0.03% 321
2025
Q1 		$291K Sell
8,338
-3,745
-31% -$151K 0.02% 451
2024
Q4 		$489K Buy
12,083
+665
+6% +$26.5K 0.03% 357
2024
Q3 		$427K Buy
11,418
+1,080
+10% +$38.4K 0.03% 370
2024
Q2 		$386K Buy
10,338
+710
+7% +$24.9K 0.03% 370
2024
Q1 		$343K Buy
9,628
+400
+4% +$13.5K 0.02% 388
2023
Q4 		$285K Buy
9,228
+1,220
+15% +$34.8K 0.02% 400
2023
Q3 		$216K Buy
+8,008
New +$228K 0.02% 416

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 $7.25B AUM 20.71% 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 $193M AUM 44.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Visionary Wealth Advisors's CHAT Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 8.1% in Q2 2026, buying an estimated $151K and bringing the position to 23,462 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #197.

Visionary Wealth Advisors first reported a position in CHAT in Q3 2023 and has held it in 12 quarters since. 215 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Visionary Wealth Advisors held 23,462 shares of Roundhill Generative AI & Technology ETF worth $2.32M as of Q2 2026.
  • Visionary Wealth Advisors bought 1,761 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $151K.
  • Roundhill Generative AI & Technology ETF made up 0.09% of Visionary Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Visionary Wealth Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q3 2023 and has held it in 12 quarters since.
  • 215 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.