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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $193M AUM

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DKM Wealth Management's JOET Position: Q1 2026 in Review

DKM Wealth Management reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 40% in Q1 2026, selling an estimated $216K and leaving 7,771 shares worth $311K. The position accounts for 0.22% of the portfolio, ranked #42.

DKM Wealth Management first reported a position in JOET in Q4 2024 and has held it in 6 quarters since. The position peaked at $619K in Q3 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

DKM Wealth Management held 7,771 shares of Virtus Terranova US Quality Momentum ETF worth $311K as of Q1 2026.
DKM Wealth Management sold 5,151 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $216K.
Virtus Terranova US Quality Momentum ETF made up 0.22% of DKM Wealth Management's portfolio in Q1 2026, its #42 holding.
DKM Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2024 and has held it in 6 quarters since.
DKM Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $619K in Q3 2025.
52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.