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 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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $230M AUM 23.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Creative Planning's METV Position: Q1 2026 in Review

Creative Planning increased its Roundhill Ball Metaverse ETF (METV) stake by 106% in Q1 2026, buying an estimated $391K and bringing the position to 43,848 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

Creative Planning first reported a position in METV in Q4 2024 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold METV as of Q1 2026.

Creative Planning held 43,848 shares of Roundhill Ball Metaverse ETF worth $698K as of Q1 2026.
Creative Planning bought 22,546 Roundhill Ball Metaverse ETF shares in Q1 2026, an estimated $391K.
Roundhill Ball Metaverse ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2763 holding.
Creative Planning first reported a position in Roundhill Ball Metaverse ETF in Q4 2024 and has held it in 6 quarters since.
78 funds tracked by Wall St. Rank held Roundhill Ball Metaverse ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.