SWA
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SOA Wealth Advisors’s Roundhill Metaverse ETF METV Stock Holding History

SOA Wealth 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
2024
Q1 		– Sell
-85
Closed -$978 – 920
2023
Q4 		$978 Buy
+85
New +$877 ﹤0.01% 757

Other funds holding METV

National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

SOA Wealth Advisors's METV Position: Q1 2024 in Review

SOA Wealth Advisors sold out of Roundhill Metaverse ETF (METV) in Q1 2024, closing a stake of 85 shares — an estimated $978 sold.

SOA Wealth Advisors first reported a position in METV in Q4 2023 and held it in 1 quarter. The position peaked at $978 in Q4 2023. 86 funds tracked by Wall St. Rank hold METV as of Q1 2024.

  • SOA Wealth Advisors reported no remaining Roundhill Metaverse ETF position as of Q1 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 85 Roundhill Metaverse ETF shares in Q1 2024, an estimated $978.
  • SOA Wealth Advisors first reported a position in Roundhill Metaverse ETF in Q4 2023 and held it in 1 quarter.
  • SOA Wealth Advisors's Roundhill Metaverse ETF position peaked at $978 in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Roundhill Metaverse ETF as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.