BHWM
METV icon

Beaird Harris Wealth Management’s Roundhill Ball Metaverse ETF METV Stock Holding History

Beaird Harris Wealth Management’s Portfolio METV Stock Details METV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$728K Buy
1,293
+28
+2% +$506 0.05% 81
2026
Q1 		$724K Hold
1,265
– – 0.05% 78
2025
Q4 		$835K Sell
1,265
-75
-6% -$1.48K 0.06% 74
2025
Q3 		$984K Buy
1,340
+201
+18% +$3.81K 0.07% 70
2025
Q2 		$840K Buy
1,139
+697
+158% +$10.3K 0.07% 68
2025
Q1 		$254K Buy
442
+38
+9% +$555 0.02% 117
2024
Q4 		$237K Buy
404
+315
+354% +$4.43K 0.02% 122
2024
Q3 		$50.9K Sell
89
-139
-61% -$1.79K ﹤0.01% 229
2024
Q2 		$115K Buy
228
+120
+111% +$1.49K 0.01% 154
2024
Q1 		$52.5K Buy
108
+67
+163% +$799 0.01% 200
2023
Q4 		$14.5K Buy
+41
New +$423 ﹤0.01% 295
2023
Q1 		– Sell
-191
Closed -$23K – 642
2022
Q4 		$23K Buy
+191
New +$1.43K ﹤0.01% 240
2022
Q3 		– Sell
-28
Closed -$5K – 515
2022
Q2 		$5K Buy
+28
New +$263 ﹤0.01% 308
2022
Q1 		– Sell
-100
Closed -$2K – 670
2021
Q4 		$2K Buy
+100
New +$1.54K ﹤0.01% 571

Other funds holding METV

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
III
Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Beaird Harris Wealth Management's METV Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Roundhill Ball Metaverse ETF (METV) stake by 2.2% in Q2 2026, buying an estimated $506 and bringing the position to 1,293 shares worth $728K. The position accounts for 0.05% of the portfolio, ranked #81.

Beaird Harris Wealth Management first reported a position in METV in Q4 2021 and has held it in 14 quarters since. The position peaked at $984K in Q3 2025. 11 funds tracked by Wall St. Rank hold METV as of Q2 2026.

  • Beaird Harris Wealth Management held 1,293 shares of Roundhill Ball Metaverse ETF worth $728K as of Q2 2026.
  • Beaird Harris Wealth Management bought 28 Roundhill Ball Metaverse ETF shares in Q2 2026, an estimated $506.
  • Roundhill Ball Metaverse ETF made up 0.05% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Beaird Harris Wealth Management first reported a position in Roundhill Ball Metaverse ETF in Q4 2021 and has held it in 14 quarters since.
  • Beaird Harris Wealth Management's Roundhill Ball Metaverse ETF position peaked at $984K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Roundhill Ball Metaverse ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.