Cambridge Investment Research Advisors
JOET icon

Cambridge Investment Research Advisors’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Cambridge Investment Research Advisors’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 		$4.63M Buy
115,596
+4,228
+4% +$178K 0.01% 1012
2025
Q4 		$4.68M Buy
111,368
+31,657
+40% +$1.34M 0.01% 974
2025
Q3 		$3.43M Buy
79,711
+68,148
+589% +$2.84M 0.01% 1129
2025
Q2 		$473K Buy
11,563
+268
+2% +$10.2K ﹤0.01% 2597
2025
Q1 		$413K Buy
11,295
+5,189
+85% +$200K ﹤0.01% 2612
2024
Q4 		$231K Buy
+6,106
New +$236K ﹤0.01% 3068
2023
Q2 		– Sell
-86,603
Closed -$2.38M – 3241
2023
Q1 		$2.38M Sell
86,603
-2,566
-3% -$70.3K 0.01% 1035
2022
Q4 		$2.38M Buy
+89,169
New +$2.4M 0.01% 986

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
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 $431M AUM 20.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return