West Branch Capital’s Roundhill Metaverse ETF METV Stock Holding History

West Branch Capital’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
2025 Q4	–	Sell	-150	Closed	-$2.35K	–	448
2025 Q3	$2.35K	Hold	150	–	–	﹤0.01%	358
2025 Q2	$2.35K	Hold	150	–	–	﹤0.01%	370
2025 Q1	$2.03K	Hold	150	–	–	﹤0.01%	397
2024 Q4	$2.16K	Hold	150	–	–	﹤0.01%	380
2024 Q3	$2.03K	Hold	150	–	–	﹤0.01%	376
2024 Q2	$1.96K	Hold	150	–	–	﹤0.01%	383
2024 Q1	$1.87K	Hold	150	–	–	﹤0.01%	382
2023 Q4	$1.73K	Hold	150	–	–	﹤0.01%	403
2023 Q3	$1.42K	Hold	150	–	–	﹤0.01%	396
2023 Q2	$1.56K	Hold	150	–	–	﹤0.01%	396
2023 Q1	$1.41K	Hold	150	–	–	﹤0.01%	404
2022 Q4	$1.08K	Hold	150	–	–	﹤0.01%	406
2022 Q3	$1K	Hold	150	–	–	﹤0.01%	425
2022 Q2	$1K	Hold	150	–	–	﹤0.01%	406
2022 Q1	$2K	Hold	150	–	–	﹤0.01%	390
2021 Q4	$2K	Buy	+150	New	+$2.31K	﹤0.01%	418

Other funds holding METV

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

West Branch Capital's METV Position: Q4 2025 in Review

West Branch Capital sold out of Roundhill Metaverse ETF (METV) in Q4 2025, closing a stake of 150 shares — an estimated $2.35K sold.

West Branch Capital first reported a position in METV in Q4 2021 and held it in 16 quarters. The position peaked at $2.35K in Q3 2025. 77 funds tracked by Wall St. Rank hold METV as of Q4 2025.

West Branch Capital reported no remaining Roundhill Metaverse ETF position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 150 Roundhill Metaverse ETF shares in Q4 2025, an estimated $2.35K.
West Branch Capital first reported a position in Roundhill Metaverse ETF in Q4 2021 and held it in 16 quarters.
West Branch Capital's Roundhill Metaverse ETF position peaked at $2.35K in Q3 2025.
77 funds tracked by Wall St. Rank held Roundhill Metaverse ETF as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.