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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $193M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bleakley Financial Group's JOET Position: Q1 2026 in Review

Bleakley Financial Group increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 7.2% in Q1 2026, buying an estimated $78.4K and bringing the position to 27,733 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #503.

Bleakley Financial Group first reported a position in JOET in Q2 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Bleakley Financial Group held 27,733 shares of Virtus Terranova US Quality Momentum ETF worth $1.11M as of Q1 2026.
  • Bleakley Financial Group bought 1,866 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $78.4K.
  • Virtus Terranova US Quality Momentum ETF made up 0.02% of Bleakley Financial Group's portfolio in Q1 2026, its #503 holding.
  • Bleakley Financial Group first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.