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 Q2	$4.47M	Buy	96,521 +11,470	+13%	+$500K	2.08%	15
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 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

Cassady Wealth & Retirement Planning's JOET Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 13% in Q2 2026, buying an estimated $500K and bringing the position to 96,521 shares worth $4.47M. The position accounts for 2.08% of the portfolio, ranked #15.

Cassady Wealth & Retirement Planning first reported a position in JOET in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Cassady Wealth & Retirement Planning held 96,521 shares of Virtus Terranova US Quality Momentum ETF worth $4.47M as of Q2 2026.
Cassady Wealth & Retirement Planning bought 11,470 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $500K.
Virtus Terranova US Quality Momentum ETF made up 2.08% of Cassady Wealth & Retirement Planning's portfolio in Q2 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 3 quarters since.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.