Goelzer Investment Management’s Roundhill Ball Metaverse ETF METV Stock Holding History

Goelzer Investment Management’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	$194K	Buy	+10,530	New	+$190K	0.01%	314

Other funds holding METV

Evanson Financial Mclean, Virginia $2.04B AUM

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

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

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

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Independent Investors Inc Nesconset, New York $524M AUM 29.67% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Goelzer Investment Management's METV Position: Q2 2026 in Review

Goelzer Investment Management opened a new position in Roundhill Ball Metaverse ETF (METV) in Q2 2026: 10,530 shares worth $194K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings.

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

Goelzer Investment Management held 10,530 shares of Roundhill Ball Metaverse ETF worth $194K as of Q2 2026.
Roundhill Ball Metaverse ETF was a new Goelzer Investment Management position in Q2 2026.
Roundhill Ball Metaverse ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #314 holding.
11 funds tracked by Wall St. Rank held Roundhill Ball Metaverse ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.