Atria Wealth Solutions’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-5,336	Closed	-$202K	–	1979
2024 Q4	$202K	Buy	+5,336	New	+$206K	﹤0.01%	1829
2024 Q3	–	Sell	-7,594	Closed	-$261K	–	1985
2024 Q2	$261K	Buy	7,594 +1,613	+27%	+$54.2K	﹤0.01%	1597
2024 Q1	$206K	Buy	+5,981	New	+$193K	﹤0.01%	1816

Other funds holding JOET

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

TCWM

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's JOET Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q1 2025, closing a stake of 5,336 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in JOET in Q1 2024 and held it in 3 quarters. The position peaked at $261K in Q2 2024. 36 funds tracked by Wall St. Rank hold JOET as of Q1 2025.

Atria Wealth Solutions reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,336 Virtus Terranova US Quality Momentum ETF shares in Q1 2025, an estimated $202K.
Atria Wealth Solutions first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2024 and held it in 3 quarters.
Atria Wealth Solutions's Virtus Terranova US Quality Momentum ETF position peaked at $261K in Q2 2024.
36 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.