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Advisornet Financial’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-113
Closed -$4.16K – 2116
2024
Q3 		$4.16K Hold
113
– – ﹤0.01% 1618
2024
Q2 		$3.88K Hold
113
– – ﹤0.01% 1508
2024
Q1 		$3.89K Hold
113
– – ﹤0.01% 1488
2023
Q4 		$3.47K Hold
113
– – ﹤0.01% 1567
2023
Q3 		$3.15K Buy
+113
New +$3.25K ﹤0.01% 1534

Other funds holding JOET

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Advisornet Financial's JOET Position: Q4 2024 in Review

Advisornet Financial sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q4 2024, closing a stake of 113 shares — an estimated $4.16K sold.

Advisornet Financial first reported a position in JOET in Q3 2023 and held it in 5 quarters. The position peaked at $4.16K in Q3 2024. 33 funds tracked by Wall St. Rank hold JOET as of Q4 2024.

  • Advisornet Financial reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 113 Virtus Terranova US Quality Momentum ETF shares in Q4 2024, an estimated $4.16K.
  • Advisornet Financial first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2023 and held it in 5 quarters.
  • Advisornet Financial's Virtus Terranova US Quality Momentum ETF position peaked at $4.16K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.