Creative Planning
METV icon

Creative Planning’s Roundhill Ball Metaverse ETF METV Stock Holding History

Creative Planning’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 		$846K Buy
45,867
+2,019
+5% +$36.5K ﹤0.01% 2789
2026
Q1 		$698K Buy
43,848
+22,546
+106% +$391K ﹤0.01% 2763
2025
Q4 		$400K Sell
21,302
-4,311
-17% -$85.3K ﹤0.01% 3026
2025
Q3 		$528K Hold
25,613
– – ﹤0.01% 2664
2025
Q2 		$436K Buy
25,613
+4,311
+20% +$63.7K ﹤0.01% 2586
2025
Q1 		$287K Hold
21,302
– – ﹤0.01% 2797
2024
Q4 		$306K Buy
+21,302
New +$300K ﹤0.01% 2650

Other funds holding METV

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's METV Position: Q2 2026 in Review

Creative Planning increased its Roundhill Ball Metaverse ETF (METV) stake by 4.6% in Q2 2026, buying an estimated $36.5K and bringing the position to 45,867 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

Creative Planning first reported a position in METV in Q4 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold METV as of Q2 2026.

  • Creative Planning held 45,867 shares of Roundhill Ball Metaverse ETF worth $846K as of Q2 2026.
  • Creative Planning bought 2,019 Roundhill Ball Metaverse ETF shares in Q2 2026, an estimated $36.5K.
  • Roundhill Ball Metaverse ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2789 holding.
  • Creative Planning first reported a position in Roundhill Ball Metaverse ETF in Q4 2024 and has held it in 7 quarters since.
  • 70 funds tracked by Wall St. Rank held Roundhill Ball Metaverse ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.