Commonwealth Equity Services’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Commonwealth Equity Services’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	–	Sell	-4,829	Closed	-$203K	–	4383
2025 Q4	$203K	Buy	+4,829	New	+$205K	﹤0.01%	3978
2022 Q2	–	Sell	-12,157	Closed	-$365K	–	3741
2022 Q1	$365K	Buy	12,157 +5,450	+81%	+$162K	﹤0.01%	2793
2021 Q4	$221K	Buy	+6,707	New	+$214K	﹤0.01%	3218

Other funds holding JOET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $193M AUM

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services's JOET Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q1 2026, closing a stake of 4,829 shares — an estimated $203K sold.

Commonwealth Equity Services first reported a position in JOET in Q4 2021 and held it in 3 quarters. The position peaked at $365K in Q1 2022. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

Commonwealth Equity Services reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 4,829 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $203K.
Commonwealth Equity Services first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2021 and held it in 3 quarters.
Commonwealth Equity Services's Virtus Terranova US Quality Momentum ETF position peaked at $365K in Q1 2022.
52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.