Bank of America
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Bank of America’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Bank of America’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 		$8.36M Buy
180,655
+18,663
+12% +$813K ﹤0.01% 3173
2026
Q1 		$6.48M Buy
161,992
+12,184
+8% +$512K ﹤0.01% 3270
2025
Q4 		$6.29M Sell
149,808
-45,933
-23% -$1.95M ﹤0.01% 3200
2025
Q3 		$8.42M Buy
195,741
+7,836
+4% +$326K ﹤0.01% 3465
2025
Q2 		$7.69M Sell
187,905
-20,411
-10% -$774K ﹤0.01% 3460
2025
Q1 		$7.62M Buy
208,316
+124,824
+150% +$4.8M ﹤0.01% 3414
2024
Q4 		$3.15M Buy
83,492
+73,993
+779% +$2.86M ﹤0.01% 4038
2024
Q3 		$349K Hold
9,499
– – ﹤0.01% 5714
2024
Q2 		$326K Buy
9,499
+64
+0.7% +$2.15K ﹤0.01% 5611
2024
Q1 		$325K Buy
9,435
+1,279
+16% +$41.3K ﹤0.01% 5607
2023
Q4 		$250K Buy
8,156
+650
+9% +$18.6K ﹤0.01% 5953
2023
Q3 		$209K Sell
7,506
-223
-3% -$6.42K ﹤0.01% 5878
2023
Q2 		$222K Buy
7,729
+5
+0.1% +$138 ﹤0.01% 5764
2023
Q1 		$212K Buy
7,724
+291
+4% +$7.97K ﹤0.01% 5898
2022
Q4 		$199K Buy
7,433
+3
+0% +$81 ﹤0.01% 5913
2022
Q3 		$183K Sell
7,430
-362
-5% -$9.6K ﹤0.01% 6031
2022
Q2 		$196K Sell
7,792
-1,014
-12% -$27.6K ﹤0.01% 6106
2022
Q1 		$264K Buy
8,806
+1,446
+20% +$42.9K ﹤0.01% 6293
2021
Q4 		$243K Buy
+7,360
New +$235K ﹤0.01% 6387

Other funds holding JOET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Bank of America's JOET Position: Q2 2026 in Review

Bank of America increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 12% in Q2 2026, buying an estimated $813K and bringing the position to 180,655 shares worth $8.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Bank of America first reported a position in JOET in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.42M in Q3 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Bank of America held 180,655 shares of Virtus Terranova US Quality Momentum ETF worth $8.36M as of Q2 2026.
  • Bank of America bought 18,663 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $813K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3173 holding.
  • Bank of America first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2021 and has held it in 19 quarters since.
  • Bank of America's Virtus Terranova US Quality Momentum ETF position peaked at $8.42M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.