CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-200
Closed -$5K – 3085
2022
Q2 		$5K Hold
200
– – ﹤0.01% 4093
2022
Q1 		$6K Hold
200
– – ﹤0.01% 4073
2021
Q4 		$7K Hold
200
– – ﹤0.01% 3908
2021
Q3 		$6K Hold
200
– – ﹤0.01% 3872
2021
Q2 		$6K Hold
200
– – ﹤0.01% 3783
2021
Q1 		$5K Hold
200
– – ﹤0.01% 3734
2020
Q4 		$5K Buy
+200
New +$5.1K ﹤0.01% 2855

Other funds holding JOET

AIP
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

CAPTRUST Financial Advisors's JOET Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in JOET in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 19 funds tracked by Wall St. Rank hold JOET as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 200 Virtus Terranova US Quality Momentum ETF shares in Q3 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2020 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's Virtus Terranova US Quality Momentum ETF position peaked at $7K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.