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DHJJ Financial Advisors’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

DHJJ Financial Advisors’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 		$117K Buy
2,918
+44
+2% +$1.85K 0.04% 265
2025
Q4 		$121K Buy
2,874
+12
+0.4% +$509 0.04% 249
2025
Q3 		$123K Buy
2,862
+13
+0.5% +$541 0.04% 228
2025
Q2 		$117K Buy
2,849
+51
+2% +$1.94K 0.04% 227
2025
Q1 		$102K Buy
2,798
+80
+3% +$3.08K 0.04% 220
2024
Q4 		$103K Buy
2,718
+48
+2% +$1.86K 0.04% 219
2024
Q3 		$98.2K Buy
2,670
+22
+0.8% +$770 0.04% 220
2024
Q2 		$90.9K Buy
2,648
+23
+0.9% +$772 0.04% 210
2024
Q1 		$90.4K Buy
2,625
+1,450
+123% +$46.8K 0.04% 206
2023
Q4 		$36K Buy
1,175
+23
+2% +$659 0.02% 296
2023
Q3 		$32.1K Buy
+1,152
New +$33.2K 0.02% 298

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

DHJJ Financial Advisors's JOET Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 1.5% in Q1 2026, buying an estimated $1.85K and bringing the position to 2,918 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #265.

DHJJ Financial Advisors first reported a position in JOET in Q3 2023 and has held it in 11 quarters since. The position peaked at $123K in Q3 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • DHJJ Financial Advisors held 2,918 shares of Virtus Terranova US Quality Momentum ETF worth $117K as of Q1 2026.
  • DHJJ Financial Advisors bought 44 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $1.85K.
  • Virtus Terranova US Quality Momentum ETF made up 0.04% of DHJJ Financial Advisors's portfolio in Q1 2026, its #265 holding.
  • DHJJ Financial Advisors first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Virtus Terranova US Quality Momentum ETF position peaked at $123K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.