BFC Planning, Inc.’s Roundhill Metaverse ETF METV Stock Holding History

BFC Planning, Inc.’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	$9.22K	Hold	500	–	–	﹤0.01%	2411
2026 Q1	$7.96K	Hold	500	–	–	﹤0.01%	2137
2025 Q4	$9.39K	Hold	500	–	–	﹤0.01%	2105
2025 Q3	$10.3K	Hold	500	–	–	﹤0.01%	1906
2025 Q2	$8.52K	Hold	500	–	–	﹤0.01%	1881
2025 Q1	$6.74K	Hold	500	–	–	﹤0.01%	1914
2024 Q4	$7.19K	Buy	+500	New	+$7.04K	﹤0.01%	1893

Other funds holding METV

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

BFC Planning, Inc.'s METV Position: Q2 2026 in Review

BFC Planning, Inc. held its Roundhill Metaverse ETF (METV) position steady in Q2 2026 at 500 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

BFC Planning, Inc. first reported a position in METV in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3K in Q3 2025. 71 funds tracked by Wall St. Rank hold METV as of Q2 2026.

BFC Planning, Inc. held 500 shares of Roundhill Metaverse ETF worth $9.22K as of Q2 2026.
BFC Planning, Inc. left its Roundhill Metaverse ETF share count unchanged in Q2 2026.
Roundhill Metaverse ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2411 holding.
BFC Planning, Inc. first reported a position in Roundhill Metaverse ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Roundhill Metaverse ETF position peaked at $10.3K in Q3 2025.
71 funds tracked by Wall St. Rank held Roundhill Metaverse ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.