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First Foundation Advisors’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

First Foundation Advisors’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 		– Sell
-7,047
Closed -$296K – 347
2025
Q4 		$296K Buy
+7,047
New +$299K 0.01% 281

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $193M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Foundation Advisors's JOET Position: Q1 2026 in Review

First Foundation Advisors sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q1 2026, closing a stake of 7,047 shares — an estimated $296K sold.

First Foundation Advisors first reported a position in JOET in Q4 2025 and held it in 1 quarter. The position peaked at $296K in Q4 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • First Foundation Advisors reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • First Foundation Advisors sold 7,047 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $296K.
  • First Foundation Advisors first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2025 and held it in 1 quarter.
  • First Foundation Advisors's Virtus Terranova US Quality Momentum ETF position peaked at $296K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.