Creative Planning
JOET icon

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

Creative 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
Q1 		$471K Sell
11,771
-295
-2% -$12.4K ﹤0.01% 3075
2025
Q4 		$507K Sell
12,066
-200
-2% -$8.47K ﹤0.01% 2830
2025
Q3 		$528K Buy
+12,266
New +$511K ﹤0.01% 2665

Other funds holding JOET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $193M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's JOET Position: Q1 2026 in Review

Creative Planning reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 2.4% in Q1 2026, selling an estimated $12.4K and leaving 11,771 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

Creative Planning first reported a position in JOET in Q3 2025 and has held it in 3 quarters since. The position peaked at $528K in Q3 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Creative Planning held 11,771 shares of Virtus Terranova US Quality Momentum ETF worth $471K as of Q1 2026.
  • Creative Planning sold 295 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $12.4K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3075 holding.
  • Creative Planning first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • Creative Planning's Virtus Terranova US Quality Momentum ETF position peaked at $528K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.