Financial Enhancement Group’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Financial Enhancement Group’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
2024 Q4	–	Sell	-149,141	Closed	-$4M	–	132
2024 Q3	$4M	Buy	+149,141	New	+$5.22M	0.78%	40
2023 Q3	–	Sell	-71,573	Closed	-$2.08M	–	122
2023 Q2	$2.08M	Sell	71,573 -77,568	-52%	-$2.14M	0.39%	59
2023 Q1	$4M	Sell	149,141 -18,061	-11%	-$495K	0.78%	40
2022 Q4	$4.68M	Buy	+167,202	New	+$4.49M	0.9%	41

Other funds holding JOET

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

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

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

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

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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Financial Enhancement Group's JOET Position: Q4 2024 in Review

Financial Enhancement Group sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q4 2024, closing a stake of 149,141 shares — an estimated $4M sold.

Financial Enhancement Group first reported a position in JOET in Q4 2022 and held it in 4 quarters. The position peaked at $4.68M in Q4 2022. 33 funds tracked by Wall St. Rank hold JOET as of Q4 2024.

Financial Enhancement Group reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q4 2024 after selling out during the quarter.
Financial Enhancement Group sold 149,141 Virtus Terranova US Quality Momentum ETF shares in Q4 2024, an estimated $4M.
Financial Enhancement Group first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2022 and held it in 4 quarters.
Financial Enhancement Group's Virtus Terranova US Quality Momentum ETF position peaked at $4.68M in Q4 2022.
33 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.