Institute for Wealth Management’s Roundhill Metaverse ETF METV Stock Holding History

Institute for Wealth 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	$7.01K	Buy	+380	New	+$6.87K	﹤0.01%	1399

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

Institute for Wealth Management's METV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Roundhill Metaverse ETF (METV) in Q2 2026: 380 shares worth $7.01K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings.

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

Institute for Wealth Management held 380 shares of Roundhill Metaverse ETF worth $7.01K as of Q2 2026.
Roundhill Metaverse ETF was a new Institute for Wealth Management position in Q2 2026.
Roundhill Metaverse ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1399 holding.
69 funds tracked by Wall St. Rank held Roundhill Metaverse ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.