Clearview Wealth Management
JOET icon

Clearview Wealth Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Clearview Wealth Management’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
Q3 		– Sell
-4,331
Closed -$200K – 64
2026
Q2 		$200K Buy
+4,331
New +$189K 0.13% 57

Other funds holding JOET

Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Clearview Wealth Management's JOET Position: Q3 2026 in Review

Clearview Wealth Management sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2026, closing a stake of 4,331 shares — an estimated $200K sold.

Clearview Wealth Management first reported a position in JOET in Q2 2026 and held it in 1 quarter. The position peaked at $200K in Q2 2026. 7 funds tracked by Wall St. Rank hold JOET as of Q3 2026.

  • Clearview Wealth Management reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Clearview Wealth Management sold 4,331 Virtus Terranova US Quality Momentum ETF shares in Q3 2026, an estimated $200K.
  • Clearview Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2026 and held it in 1 quarter.
  • Clearview Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $200K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2026.

Based on Clearview Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.