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Wealthspire Advisors (New York)’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-4,190
Closed -$247K – 960
2025
Q4 		$247K Hold
4,190
– – ﹤0.01% 883
2025
Q3 		$258K Buy
+4,190
New +$225K ﹤0.01% 719

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Wealthspire Advisors (New York)'s CHAT Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q1 2026, closing a stake of 4,190 shares — an estimated $247K sold.

Wealthspire Advisors (New York) first reported a position in CHAT in Q3 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Roundhill Generative AI & Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,190 Roundhill Generative AI & Technology ETF shares in Q1 2026, an estimated $247K.
  • Wealthspire Advisors (New York) first reported a position in Roundhill Generative AI & Technology ETF in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Roundhill Generative AI & Technology ETF position peaked at $258K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.