DF
METV icon

Downshift Financial’s Roundhill Ball Metaverse ETF METV Stock Holding History

Downshift Financial’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 		$22.6K Buy
+1,225
New +$22.1K 0.01% 219

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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Downshift Financial's METV Position: Q2 2026 in Review

Downshift Financial opened a new position in Roundhill Ball Metaverse ETF (METV) in Q2 2026: 1,225 shares worth $22.6K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings.

69 funds tracked by Wall St. Rank hold METV as of Q2 2026.

  • Downshift Financial held 1,225 shares of Roundhill Ball Metaverse ETF worth $22.6K as of Q2 2026.
  • Roundhill Ball Metaverse ETF was a new Downshift Financial position in Q2 2026.
  • Roundhill Ball Metaverse ETF made up 0.01% of Downshift Financial's portfolio in Q2 2026, its #219 holding.
  • 69 funds tracked by Wall St. Rank held Roundhill Ball Metaverse ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.