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Action Point Financial Planning’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Action Point Financial Planning’s Portfolio JOET Stock Details JOET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.33K Buy
+180
New +$7.84K ﹤0.01% 1546

Other funds holding JOET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's JOET Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2026: 180 shares worth $8.33K. The stake represents ﹤0.01% of the portfolio and ranks #1546 among its holdings.

53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Action Point Financial Planning held 180 shares of Virtus Terranova US Quality Momentum ETF worth $8.33K as of Q2 2026.
  • Virtus Terranova US Quality Momentum ETF was a new Action Point Financial Planning position in Q2 2026.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1546 holding.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.