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Cutler Group’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Cutler Group’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
2023
Q3 		– Sell
-1,000
Closed -$28K – 4065
2023
Q2 		$28K Buy
+1,000
New +$27.6K ﹤0.01% 1649

Other funds holding JOET

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cutler Group's JOET Position: Q3 2023 in Review

Cutler Group sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2023, closing a stake of 1,000 shares — an estimated $28K sold.

Cutler Group first reported a position in JOET in Q2 2023 and held it in 1 quarter. The position peaked at $28K in Q2 2023. 24 funds tracked by Wall St. Rank hold JOET as of Q3 2023.

  • Cutler Group reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 1,000 Virtus Terranova US Quality Momentum ETF shares in Q3 2023, an estimated $28K.
  • Cutler Group first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2023 and held it in 1 quarter.
  • Cutler Group's Virtus Terranova US Quality Momentum ETF position peaked at $28K in Q2 2023.
  • 24 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.