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Cassady Wealth & Retirement Planning’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Cassady Wealth & Retirement Planning’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 		$3.65M Buy
85,051
+22,703
+36% +$954K 1.89% 15
2025
Q4 		$2.62M Buy
+62,348
New +$2.64M 1.71% 21

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
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
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Cassady Wealth & Retirement Planning's JOET Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 36% in Q1 2026, buying an estimated $954K and bringing the position to 85,051 shares worth $3.65M. The position accounts for 1.89% of the portfolio, ranked #15.

Cassady Wealth & Retirement Planning first reported a position in JOET in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 85,051 shares of Virtus Terranova US Quality Momentum ETF worth $3.65M as of Q1 2026.
  • Cassady Wealth & Retirement Planning bought 22,703 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $954K.
  • Virtus Terranova US Quality Momentum ETF made up 1.89% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #15 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.