WA
METV icon

Whipplewood Advisors’s Roundhill Ball Metaverse ETF METV Stock Holding History

Whipplewood 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 		$18.4K Hold
1,000
– – 0.01% 199
2026
Q1 		$15.9K Hold
1,000
– – 0.01% 422
2025
Q4 		$18.8K Hold
1,000
– – 0.01% 251
2025
Q3 		$20.6K Hold
1,000
– – 0.01% 241
2025
Q2 		$17K Buy
1,000
+993
+14,186% +$14.7K 0.01% 490
2025
Q1 		$13.5K Sell
7
-993
-99% -$14.5K 0.01% 512
2024
Q4 		$14.4K Buy
+1,000
New +$14.1K 0.01% 493

Other funds holding METV

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Whipplewood Advisors's METV Position: Q2 2026 in Review

Whipplewood Advisors held its Roundhill Ball Metaverse ETF (METV) position steady in Q2 2026 at 1,000 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #199.

Whipplewood Advisors first reported a position in METV in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.6K in Q3 2025. 22 funds tracked by Wall St. Rank hold METV as of Q2 2026.

  • Whipplewood Advisors held 1,000 shares of Roundhill Ball Metaverse ETF worth $18.4K as of Q2 2026.
  • Whipplewood Advisors left its Roundhill Ball Metaverse ETF share count unchanged in Q2 2026.
  • Roundhill Ball Metaverse ETF made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #199 holding.
  • Whipplewood Advisors first reported a position in Roundhill Ball Metaverse ETF in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Roundhill Ball Metaverse ETF position peaked at $20.6K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Roundhill Ball Metaverse ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.