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Capstone Wealth Management Group (Pennsylvania)’s Roundhill Metaverse ETF METV Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2022
Q1 		– Sell
-41,714
Closed -$633K – 74
2021
Q4 		$633K Buy
+41,714
New +$642K 0.51% 40

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MFG
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SA
Strategic Advisors New York $475M AUM 19.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s METV Position: Q1 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Roundhill Metaverse ETF (METV) in Q1 2022, closing a stake of 41,714 shares — an estimated $633K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in METV in Q4 2021 and held it in 1 quarter. The position peaked at $633K in Q4 2021. 93 funds tracked by Wall St. Rank hold METV as of Q1 2022.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Roundhill Metaverse ETF position as of Q1 2022 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 41,714 Roundhill Metaverse ETF shares in Q1 2022, an estimated $633K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Roundhill Metaverse ETF in Q4 2021 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s Roundhill Metaverse ETF position peaked at $633K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Roundhill Metaverse ETF as of Q1 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2022, filed 12 Apr 2022.