Fidelity Investments
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Fidelity Investments’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Fidelity Investments’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
Q2 		$493K Buy
10,642
+6,000
+129% +$261K ﹤0.01% 3289
2026
Q1 		$186K Sell
4,642
-531
-10% -$22.3K ﹤0.01% 3522
2025
Q4 		$217K Buy
5,173
+684
+15% +$29K ﹤0.01% 3398
2025
Q3 		$193K Buy
4,489
+8
+0.2% +$333 ﹤0.01% 3359
2025
Q2 		$183K Sell
4,481
-39
-0.9% -$1.48K ﹤0.01% 3338
2025
Q1 		$165K Buy
4,520
+3,908
+639% +$150K ﹤0.01% 3328
2024
Q4 		$23.1K Sell
612
-74
-11% -$2.86K ﹤0.01% 4155
2024
Q3 		$25.2K Buy
686
+50
+8% +$1.75K ﹤0.01% 4079
2024
Q2 		$21.8K Buy
636
+200
+46% +$6.72K ﹤0.01% 4035
2024
Q1 		$15K Buy
+436
New +$14.1K ﹤0.01% 4131
2023
Q2 		– Sell
-3
Closed -$83 – 5500
2023
Q1 		$83 Sell
3
-26
-90% -$712 ﹤0.01% 4925
2022
Q4 		$775 Buy
+29
New +$779 ﹤0.01% 4691

Other funds holding JOET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fidelity Investments's JOET Position: Q2 2026 in Review

Fidelity Investments increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 129% in Q2 2026, buying an estimated $261K and bringing the position to 10,642 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

Fidelity Investments first reported a position in JOET in Q4 2022 and has held it in 12 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Fidelity Investments held 10,642 shares of Virtus Terranova US Quality Momentum ETF worth $493K as of Q2 2026.
  • Fidelity Investments bought 6,000 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $261K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3289 holding.
  • Fidelity Investments first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2022 and has held it in 12 quarters since.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.