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

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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.

70 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.
70 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.