Independent Investors Inc’s Roundhill Ball Metaverse ETF METV Stock Holding History

Independent Investors 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	$185K	Hold	10,000	–	–	0.04%	73
2026 Q1	$159K	Hold	10,000	–	–	0.03%	70
2025 Q4	$188K	Hold	10,000	–	–	0.03%	69
2025 Q3	$206K	Hold	10,000	–	–	0.04%	69
2025 Q2	$170K	Hold	10,000	–	–	0.04%	67
2025 Q1	$135K	Hold	10,000	–	–	0.03%	70
2024 Q4	$144K	Hold	10,000	–	–	0.03%	66
2024 Q3	$135K	Hold	10,000	–	–	0.03%	69
2024 Q2	$131K	Hold	10,000	–	–	0.03%	67
2024 Q1	$124K	Hold	10,000	–	–	0.03%	67
2023 Q4	$115K	Hold	10,000	–	–	0.03%	67
2023 Q3	$94.8K	Hold	10,000	–	–	0.02%	67
2023 Q2	$104K	Hold	10,000	–	–	0.02%	66
2023 Q1	$93.8K	Hold	10,000	–	–	0.02%	69
2022 Q4	$71.8K	Hold	10,000	–	–	0.02%	66
2022 Q3	$74K	Hold	10,000	–	–	0.02%	65
2022 Q2	$80K	Hold	10,000	–	–	0.02%	69
2022 Q1	$120K	Hold	10,000	–	–	0.03%	76
2021 Q4	$152K	Buy	+10,000	New	+$154K	0.03%	77

Other funds holding METV

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Independent Investors Inc's METV Position: Q2 2026 in Review

Independent Investors Inc held its Roundhill Ball Metaverse ETF (METV) position steady in Q2 2026 at 10,000 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #73.

Independent Investors Inc first reported a position in METV in Q4 2021 and has held it in 19 quarters since. The position peaked at $206K in Q3 2025. 66 funds tracked by Wall St. Rank hold METV as of Q2 2026.

Independent Investors Inc held 10,000 shares of Roundhill Ball Metaverse ETF worth $185K as of Q2 2026.
Independent Investors Inc left its Roundhill Ball Metaverse ETF share count unchanged in Q2 2026.
Roundhill Ball Metaverse ETF made up 0.04% of Independent Investors Inc's portfolio in Q2 2026, its #73 holding.
Independent Investors Inc first reported a position in Roundhill Ball Metaverse ETF in Q4 2021 and has held it in 19 quarters since.
Independent Investors Inc's Roundhill Ball Metaverse ETF position peaked at $206K in Q3 2025.
66 funds tracked by Wall St. Rank held Roundhill Ball Metaverse ETF as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.