Creative Financial Designs’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Creative Financial Designs’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	$16.1K	Sell	401 -98	-20%	-$4.12K	﹤0.01%	1260
2025 Q4	$21K	Buy	499 +3	+0.6%	+$127	﹤0.01%	1141
2025 Q3	$21.3K	Hold	496	–	–	﹤0.01%	1133
2025 Q2	$20.3K	Hold	496	–	–	﹤0.01%	1131
2025 Q1	$18.1K	Buy	496 +6	+1%	+$231	﹤0.01%	1114
2024 Q4	$18.5K	Buy	490 +4	+0.8%	+$155	﹤0.01%	1067
2024 Q3	$17.9K	Hold	486	–	–	﹤0.01%	1061
2024 Q2	$16.7K	Hold	486	–	–	﹤0.01%	1041
2024 Q1	$16.7K	Buy	486 +6	+1%	+$194	﹤0.01%	1013
2023 Q4	$14.7K	Hold	480	–	–	﹤0.01%	988
2023 Q3	$13.4K	Buy	480 +55	+13%	+$1.58K	﹤0.01%	950
2023 Q2	$12.2K	Hold	425	–	–	﹤0.01%	957
2023 Q1	$11.7K	Buy	+425	New	+$11.6K	﹤0.01%	923

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

Creative Financial Designs's JOET Position: Q1 2026 in Review

Creative Financial Designs reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 20% in Q1 2026, selling an estimated $4.12K and leaving 401 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Creative Financial Designs first reported a position in JOET in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.3K in Q3 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

Creative Financial Designs held 401 shares of Virtus Terranova US Quality Momentum ETF worth $16.1K as of Q1 2026.
Creative Financial Designs sold 98 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $4.12K.
Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1260 holding.
Creative Financial Designs first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2023 and has held it in 13 quarters since.
Creative Financial Designs's Virtus Terranova US Quality Momentum ETF position peaked at $21.3K in Q3 2025.
52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.