Empirical Asset Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Empirical Asset 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	$407K	Sell	10,169 -1,169	-10%	-$49.1K	0.11%	245
2025 Q4	$476K	Sell	11,338 -18,741	-62%	-$794K	0.13%	205
2025 Q3	$1.29M	Sell	30,079 -33,417	-53%	-$1.39M	0.36%	68
2025 Q2	$2.6M	Buy	63,496 +718	+1%	+$27.2K	0.8%	20
2025 Q1	$2.3M	Buy	62,778 +1,297	+2%	+$49.9K	0.78%	26
2024 Q4	$2.32M	Sell	61,481 -3,155	-5%	-$122K	0.77%	20
2024 Q3	$2.38M	Buy	64,636 +41,494	+179%	+$1.45M	0.85%	17
2024 Q2	$795K	Buy	+23,142	New	+$777K	0.3%	90

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

Empirical Asset Management's JOET Position: Q1 2026 in Review

Empirical Asset Management reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 10% in Q1 2026, selling an estimated $49.1K and leaving 10,169 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #245.

Empirical Asset Management first reported a position in JOET in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.6M in Q2 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

Empirical Asset Management held 10,169 shares of Virtus Terranova US Quality Momentum ETF worth $407K as of Q1 2026.
Empirical Asset Management sold 1,169 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $49.1K.
Virtus Terranova US Quality Momentum ETF made up 0.11% of Empirical Asset Management's portfolio in Q1 2026, its #245 holding.
Empirical Asset Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's Virtus Terranova US Quality Momentum ETF position peaked at $2.6M in Q2 2025.
52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.