Bleakley Financial Group’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Bleakley Financial Group’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	$1.31M	Buy	28,302 +569	+2%	+$24.8K	0.02%	585
2026 Q1	$1.11M	Buy	27,733 +1,866	+7%	+$78.4K	0.02%	503
2025 Q4	$1.09M	Buy	25,867 +1,255	+5%	+$53.2K	0.02%	463
2025 Q3	$1.06M	Buy	24,612 +2,102	+9%	+$87.5K	0.02%	406
2025 Q2	$921K	Buy	+22,510	New	+$854K	0.02%	412

Other funds holding JOET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bleakley Financial Group's JOET Position: Q2 2026 in Review

Bleakley Financial Group increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 2.1% in Q2 2026, buying an estimated $24.8K and bringing the position to 28,302 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #585.

Bleakley Financial Group first reported a position in JOET in Q2 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Bleakley Financial Group held 28,302 shares of Virtus Terranova US Quality Momentum ETF worth $1.31M as of Q2 2026.
Bleakley Financial Group bought 569 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $24.8K.
Virtus Terranova US Quality Momentum ETF made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #585 holding.
Bleakley Financial Group first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2025 and has held it in 5 quarters since.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.