HI
JOET icon

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

Harbour 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 		$884K Sell
19,101
-10
-0.1% -$436 0.01% 869
2026
Q1 		$765K Buy
19,111
+6,953
+57% +$292K 0.01% 871
2025
Q4 		$511K Buy
12,158
+347
+3% +$14.7K 0.01% 847
2025
Q3 		$508K Hold
11,811
– – 0.01% 818
2025
Q2 		$483K Sell
11,811
-154
-1% -$5.84K 0.01% 787
2025
Q1 		$438K Hold
11,965
– – 0.01% 757
2024
Q4 		$452K Sell
11,965
-171
-1% -$6.61K 0.01% 723
2024
Q3 		$446K Sell
12,136
-1,216
-9% -$42.5K 0.01% 700
2024
Q2 		$458K Hold
13,352
– – 0.02% 636
2024
Q1 		$460K Sell
13,352
-98
-0.7% -$3.16K 0.02% 621
2023
Q4 		$413K Buy
13,450
+170
+1% +$4.87K 0.02% 596
2023
Q3 		$370K Hold
13,280
– – 0.02% 577
2023
Q2 		$382K Buy
13,280
+1,088
+9% +$30K 0.02% 579
2023
Q1 		$335K Buy
12,192
+1,080
+10% +$29.6K 0.02% 590
2022
Q4 		$297K Buy
11,112
+1,244
+13% +$33.4K 0.02% 599
2022
Q3 		$247K Hold
9,868
– – 0.02% 622
2022
Q2 		$247K Buy
+9,868
New +$268K 0.02% 622
2021
Q4 		$109K Sell
3,311
-2,991
-47% -$95.4K 0.01% 944
2021
Q3 		$186K Hold
6,302
– – 0.01% 1059
2021
Q2 		$183K Buy
6,302
+885
+16% +$24.7K 0.01% 1089
2021
Q1 		$144K Buy
+5,417
New +$142K 0.01% 1131

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

Harbour Investments's JOET Position: Q2 2026 in Review

Harbour Investments reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 0.05% in Q2 2026, selling an estimated $436 and leaving 19,101 shares worth $884K. The position accounts for 0.01% of the portfolio, ranked #869.

Harbour Investments first reported a position in JOET in Q1 2021 and has held it in 21 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Harbour Investments held 19,101 shares of Virtus Terranova US Quality Momentum ETF worth $884K as of Q2 2026.
  • Harbour Investments sold 10 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $436.
  • Virtus Terranova US Quality Momentum ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #869 holding.
  • Harbour Investments first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2021 and has held it in 21 quarters since.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.