PMFA
METV icon

Plante Moran Financial Advisors’s Roundhill Metaverse ETF METV Stock Holding History

Plante Moran Financial Advisors’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 		$12K Hold
648
– – ﹤0.01% 541
2026
Q1 		$10.3K Hold
648
– – ﹤0.01% 510
2025
Q4 		$12.2K Buy
648
+1
+0.2% +$20 ﹤0.01% 530
2025
Q3 		$13.3K Hold
647
– – ﹤0.01% 520
2025
Q2 		$11K Hold
647
– – ﹤0.01% 547
2025
Q1 		$8.72K Buy
+647
New +$9.45K ﹤0.01% 591

Other funds holding METV

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
EF
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
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

Plante Moran Financial Advisors's METV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Roundhill Metaverse ETF (METV) position steady in Q2 2026 at 648 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Plante Moran Financial Advisors first reported a position in METV in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.3K in Q3 2025. 69 funds tracked by Wall St. Rank hold METV as of Q2 2026.

  • Plante Moran Financial Advisors held 648 shares of Roundhill Metaverse ETF worth $12K as of Q2 2026.
  • Plante Moran Financial Advisors left its Roundhill Metaverse ETF share count unchanged in Q2 2026.
  • Roundhill Metaverse ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #541 holding.
  • Plante Moran Financial Advisors first reported a position in Roundhill Metaverse ETF in Q1 2025 and has held it in 6 quarters since.
  • Plante Moran Financial Advisors's Roundhill Metaverse ETF position peaked at $13.3K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Roundhill Metaverse ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.