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Root Financial Partners’s Roundhill Ball Metaverse ETF METV Stock Holding History

Root Financial Partners’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 		– Sell
-4
Closed -$64 – 2051
2026
Q1 		$64 Buy
+4
New +$69 ﹤0.01% 3351

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WANY
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LPL Financial
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Northwestern Mutual Wealth Management
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MFG
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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

Root Financial Partners's METV Position: Q2 2026 in Review

Root Financial Partners sold out of Roundhill Ball Metaverse ETF (METV) in Q2 2026, closing a stake of 4 shares — an estimated $64 sold.

Root Financial Partners first reported a position in METV in Q1 2026 and held it in 1 quarter. The position peaked at $64 in Q1 2026. 69 funds tracked by Wall St. Rank hold METV as of Q2 2026.

  • Root Financial Partners reported no remaining Roundhill Ball Metaverse ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 Roundhill Ball Metaverse ETF shares in Q2 2026, an estimated $64.
  • Root Financial Partners first reported a position in Roundhill Ball Metaverse ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Roundhill Ball Metaverse ETF position peaked at $64 in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Roundhill Ball Metaverse ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.