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Heritage Financial Services’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-50
Closed -$1K – 278
2022
Q2 		$1K Buy
+50
New +$1.36K ﹤0.01% 461

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Osaic Holdings
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PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
ZIMP
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MA
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Heritage Financial Services's JOET Position: Q3 2022 in Review

Heritage Financial Services sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in JOET in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 19 funds tracked by Wall St. Rank hold JOET as of Q3 2022.

  • Heritage Financial Services reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 50 Virtus Terranova US Quality Momentum ETF shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Virtus Terranova US Quality Momentum ETF position peaked at $1K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.