Ahrens Investment Partners’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$5.2M	Sell	188,978 -61,578	-25%	-$1.69M	2.58%	9
2022 Q4	$6.69M	Sell	250,556 -4,334	-2%	-$116K	3.04%	5
2022 Q3	$6.26M	Buy	254,890 +129,861	+104%	+$3.44M	3.3%	5
2022 Q2	$3.14M	Buy	125,029 +120,789	+2,849%	+$3.28M	1.38%	16
2022 Q1	$127K	Sell	4,240 -150,567	-97%	-$4.47M	0.04%	234
2021 Q4	$5.11M	Buy	154,807 +20,187	+15%	+$644K	2.26%	6
2021 Q3	$3.98M	Buy	134,620 +71,095	+112%	+$2.16M	1.9%	10
2021 Q2	$1.85M	Buy	+63,525	New	+$1.78M	0.85%	28

Other funds holding JOET

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MIA

Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return

Ahrens Investment Partners's JOET Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 25% in Q1 2023, selling an estimated $1.69M and leaving 188,978 shares worth $5.2M. The position accounts for 2.58% of the portfolio, ranked #9.

Ahrens Investment Partners first reported a position in JOET in Q2 2021 and has held it in 8 quarters since. The position peaked at $6.69M in Q4 2022. 29 funds tracked by Wall St. Rank hold JOET as of Q1 2023.

Ahrens Investment Partners held 188,978 shares of Virtus Terranova US Quality Momentum ETF worth $5.2M as of Q1 2023.
Ahrens Investment Partners sold 61,578 Virtus Terranova US Quality Momentum ETF shares in Q1 2023, an estimated $1.69M.
Virtus Terranova US Quality Momentum ETF made up 2.58% of Ahrens Investment Partners's portfolio in Q1 2023, its #9 holding.
Ahrens Investment Partners first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2021 and has held it in 8 quarters since.
Ahrens Investment Partners's Virtus Terranova US Quality Momentum ETF position peaked at $6.69M in Q4 2022.
29 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.