BFG
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Berger Financial Group’s Roundhill Metaverse ETF METV Stock Holding History

Berger Financial Group’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
2024
Q2 		– Sell
-12,161
Closed -$151K – 370
2024
Q1 		$151K Hold
12,161
– – 0.01% 359
2023
Q4 		$140K Buy
+12,161
New +$125K 0.01% 303

Other funds holding METV

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Berger Financial Group's METV Position: Q2 2024 in Review

Berger Financial Group sold out of Roundhill Metaverse ETF (METV) in Q2 2024, closing a stake of 12,161 shares — an estimated $151K sold.

Berger Financial Group first reported a position in METV in Q4 2023 and held it in 2 quarters. The position peaked at $151K in Q1 2024. 82 funds tracked by Wall St. Rank hold METV as of Q2 2024.

  • Berger Financial Group reported no remaining Roundhill Metaverse ETF position as of Q2 2024 after selling out during the quarter.
  • Berger Financial Group sold 12,161 Roundhill Metaverse ETF shares in Q2 2024, an estimated $151K.
  • Berger Financial Group first reported a position in Roundhill Metaverse ETF in Q4 2023 and held it in 2 quarters.
  • Berger Financial Group's Roundhill Metaverse ETF position peaked at $151K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held Roundhill Metaverse ETF as of Q2 2024.

Based on Berger Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.