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Arkadios Wealth Advisors’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Arkadios Wealth Advisors’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
2021
Q3 		– Sell
-1,500
Closed -$43K – 1957
2021
Q2 		$43K Hold
1,500
– – 0.01% 973
2021
Q1 		$39K Buy
1,500
+1,000
+200% +$26.2K 0.01% 762
2020
Q4 		$13K Buy
+500
New +$12.7K ﹤0.01% 890

Other funds holding JOET

AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arkadios Wealth Advisors's JOET Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2021, closing a stake of 1,500 shares — an estimated $43K sold.

Arkadios Wealth Advisors first reported a position in JOET in Q4 2020 and held it in 3 quarters. The position peaked at $43K in Q2 2021. 16 funds tracked by Wall St. Rank hold JOET as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,500 Virtus Terranova US Quality Momentum ETF shares in Q3 2021, an estimated $43K.
  • Arkadios Wealth Advisors first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Virtus Terranova US Quality Momentum ETF position peaked at $43K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.