DKM Wealth Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

DKM Wealth Management’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 Q3	$333K	Sell	7,387 -207	-3%	-$9.47K	0.21%	41
2026 Q2	$351K	Sell	7,594 -177	-2%	-$7.71K	0.23%	41
2026 Q1	$311K	Sell	7,771 -5,151	-40%	-$216K	0.22%	42
2025 Q4	$543K	Sell	12,922 -1,478	-10%	-$62.6K	0.4%	31
2025 Q3	$619K	Sell	14,400 -492	-3%	-$20.5K	0.5%	29
2025 Q2	$609K	Sell	14,892 -850	-5%	-$32.2K	0.53%	27
2025 Q1	$576K	Buy	15,742 +1,423	+10%	+$54.8K	0.56%	23
2024 Q4	$541K	Buy	+14,319	New	+$554K	0.51%	25

Other funds holding JOET

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

DKM Wealth Management's JOET Position: Q3 2026 in Review

DKM Wealth Management reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 2.7% in Q3 2026, selling an estimated $9.47K and leaving 7,387 shares worth $333K. The position accounts for 0.21% of the portfolio, ranked #41.

DKM Wealth Management first reported a position in JOET in Q4 2024 and has held it in 8 quarters since. The position peaked at $619K in Q3 2025. 9 funds tracked by Wall St. Rank hold JOET as of Q3 2026.

DKM Wealth Management held 7,387 shares of Virtus Terranova US Quality Momentum ETF worth $333K as of Q3 2026.
DKM Wealth Management sold 207 Virtus Terranova US Quality Momentum ETF shares in Q3 2026, an estimated $9.47K.
Virtus Terranova US Quality Momentum ETF made up 0.21% of DKM Wealth Management's portfolio in Q3 2026, its #41 holding.
DKM Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $619K in Q3 2025.
9 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.