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Wealthcare Advisory Partners’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Wealthcare Advisory Partners’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 		$627K Hold
6,356
– – 0.01% 646
2026
Q1 		$393K Buy
6,356
+50
+0.8% +$3.13K 0.01% 784
2025
Q4 		$372K Buy
6,306
+146
+2% +$9.06K 0.01% 792
2025
Q3 		$379K Buy
+6,160
New +$331K 0.01% 761

Other funds holding CHAT

GI
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
UW
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

Wealthcare Advisory Partners's CHAT Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q2 2026 at 6,356 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #646.

Wealthcare Advisory Partners first reported a position in CHAT in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Wealthcare Advisory Partners held 6,356 shares of Roundhill Generative AI & Technology ETF worth $627K as of Q2 2026.
  • Wealthcare Advisory Partners left its Roundhill Generative AI & Technology ETF share count unchanged in Q2 2026.
  • Roundhill Generative AI & Technology ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #646 holding.
  • Wealthcare Advisory Partners first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.