Wealth Enhancement Advisory Services’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Wealth Enhancement Advisory Services’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	$789K	Buy	8,600 +1,467	+21%	+$125K	﹤0.01%	2267
2026 Q1	$452K	Sell	7,133 -6,373	-47%	-$399K	﹤0.01%	2399
2025 Q4	$827K	Buy	13,506 +3,783	+39%	+$235K	﹤0.01%	2079
2025 Q3	$619K	Buy	9,723 +815	+9%	+$43.8K	﹤0.01%	2189
2025 Q2	$434K	Buy	8,908 +59	+0.7%	+$2.35K	﹤0.01%	2327
2025 Q1	$308K	Sell	8,849 -2,000	-18%	-$80.4K	﹤0.01%	2429
2024 Q4	$439K	Buy	10,849 +2,471	+29%	+$98.4K	﹤0.01%	2084
2024 Q3	$314K	Sell	8,378 -136	-2%	-$4.84K	﹤0.01%	2145
2024 Q2	$318K	Buy	8,514 +2,557	+43%	+$89.8K	﹤0.01%	1945
2024 Q1	$212K	Buy	+5,957	New	+$201K	﹤0.01%	2158

Other funds holding CHAT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $125M AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services's CHAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 21% in Q2 2026, buying an estimated $125K and bringing the position to 8,600 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Wealth Enhancement Advisory Services first reported a position in CHAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $827K in Q4 2025. 36 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

Wealth Enhancement Advisory Services held 8,600 shares of Roundhill Generative AI & Technology ETF worth $789K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,467 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $125K.
Roundhill Generative AI & Technology ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2267 holding.
Wealth Enhancement Advisory Services first reported a position in Roundhill Generative AI & Technology ETF in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Roundhill Generative AI & Technology ETF position peaked at $827K in Q4 2025.
36 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.