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 Q2	$5.11M	Sell	110,325 -5,271	-5%	-$230K	0.01%	1029
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 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

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

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Cambridge Investment Research Advisors's JOET Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 4.6% in Q2 2026, selling an estimated $230K and leaving 110,325 shares worth $5.11M. The position accounts for 0.01% of the portfolio, ranked #1029.

Cambridge Investment Research Advisors first reported a position in JOET in Q4 2022 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Cambridge Investment Research Advisors held 110,325 shares of Virtus Terranova US Quality Momentum ETF worth $5.11M as of Q2 2026.
Cambridge Investment Research Advisors sold 5,271 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $230K.
Virtus Terranova US Quality Momentum ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1029 holding.
Cambridge Investment Research Advisors first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2022 and has held it in 9 quarters since.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.