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
Q2 		$607K Buy
13,116
+1,345
+11% +$58.6K ﹤0.01% 3054
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning's JOET Position: Q2 2026 in Review

Creative Planning increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 11% in Q2 2026, buying an estimated $58.6K and bringing the position to 13,116 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Creative Planning first reported a position in JOET in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Creative Planning held 13,116 shares of Virtus Terranova US Quality Momentum ETF worth $607K as of Q2 2026.
  • Creative Planning bought 1,345 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $58.6K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3054 holding.
  • Creative Planning first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.