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Belpointe Asset Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-546
Closed -$15K – 2018
2023
Q1 		$15K Hold
546
– – ﹤0.01% 2472
2022
Q4 		$14.6K Buy
+546
New +$14.7K ﹤0.01% 2416

Other funds holding JOET

ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's JOET Position: Q2 2023 in Review

Belpointe Asset Management sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2023, closing a stake of 546 shares — an estimated $15K sold.

Belpointe Asset Management first reported a position in JOET in Q4 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2023. 26 funds tracked by Wall St. Rank hold JOET as of Q2 2023.

  • Belpointe Asset Management reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 546 Virtus Terranova US Quality Momentum ETF shares in Q2 2023, an estimated $15K.
  • Belpointe Asset Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Virtus Terranova US Quality Momentum ETF position peaked at $15K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.