Advisory Services Network’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Advisory Services Network’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	–	Sell	-750	Closed	-$30K	–	3475
2026 Q1	$30K	Buy	+750	New	+$31.5K	﹤0.01%	2947
2025 Q4	–	Sell	-745	Closed	-$32.1K	–	3119
2025 Q3	$32.1K	Buy	+745	New	+$31K	﹤0.01%	2721
2024 Q1	–	Sell	-750	Closed	-$23K	–	2609
2023 Q4	$23K	Buy	+750	New	+$21.5K	﹤0.01%	2450
2023 Q2	–	Sell	-1,025	Closed	-$28.2K	–	2584
2023 Q1	$28.2K	Hold	1,025	–	–	﹤0.01%	2343
2022 Q4	$27.4K	Buy	+1,025	New	+$27.5K	﹤0.01%	2298
2021 Q3	–	Sell	-1,050	Closed	-$31K	–	2370
2021 Q2	$31K	Buy	+1,050	New	+$29.3K	﹤0.01%	2253
2021 Q1	–	Sell	-1,485	Closed	-$39K	–	2182
2020 Q4	$39K	Buy	+1,485	New	+$37.8K	﹤0.01%	1806

Other funds holding JOET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisory Services Network's JOET Position: Q2 2026 in Review

Advisory Services Network sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2026, closing a stake of 750 shares — an estimated $30K sold.

Advisory Services Network first reported a position in JOET in Q4 2020 and held it in 7 quarters. The position peaked at $39K in Q4 2020. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Advisory Services Network reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 750 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $30K.
Advisory Services Network first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2020 and held it in 7 quarters.
Advisory Services Network's Virtus Terranova US Quality Momentum ETF position peaked at $39K in Q4 2020.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.