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 Q2	$18.6K	Hold	401	–	–	﹤0.01%	1324
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 $1.89T 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

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

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

Creative Financial Designs's JOET Position: Q2 2026 in Review

Creative Financial Designs held its Virtus Terranova US Quality Momentum ETF (JOET) position steady in Q2 2026 at 401 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Creative Financial Designs first reported a position in JOET in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.3K in Q3 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Creative Financial Designs held 401 shares of Virtus Terranova US Quality Momentum ETF worth $18.6K as of Q2 2026.
Creative Financial Designs left its Virtus Terranova US Quality Momentum ETF share count unchanged in Q2 2026.
Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1324 holding.
Creative Financial Designs first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's Virtus Terranova US Quality Momentum ETF position peaked at $21.3K in Q3 2025.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.