IFWM
JOET icon

Institute for Wealth Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Institute for Wealth Management’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 		$1.47M Sell
36,762
-89
-0.2% -$3.74K 0.16% 145
2025
Q4 		$1.55M Sell
36,851
-238
-0.6% -$10.1K 0.16% 130
2025
Q3 		$1.6M Sell
37,089
-2,183
-6% -$90.9K 0.17% 128
2025
Q2 		$1.61M Sell
39,272
-1,100
-3% -$41.7K 0.18% 118
2025
Q1 		$1.48M Hold
40,372
– – 0.19% 116
2024
Q4 		$1.53M Sell
40,372
-265
-0.7% -$10.2K 0.19% 108
2024
Q3 		$1.49M Sell
40,637
-1,261
-3% -$44.1K 0.19% 121
2024
Q2 		$1.44M Sell
41,898
-292
-0.7% -$9.81K 0.19% 117
2024
Q1 		$1.45M Buy
42,190
+5
+0% +$161 0.19% 117
2023
Q4 		$1.29M Sell
42,185
-210
-0.5% -$6.01K 0.21% 122
2023
Q3 		$1.18M Hold
42,395
– – 0.21% 120
2023
Q2 		$1.22M Sell
42,395
-500
-1% -$13.8K 0.21% 120
2023
Q1 		$1.18M Buy
42,895
+12,063
+39% +$330K 0.23% 116
2022
Q4 		$824K Buy
+30,832
New +$829K 0.17% 162

Other funds holding JOET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Institute for Wealth Management's JOET Position: Q1 2026 in Review

Institute for Wealth Management reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 0.24% in Q1 2026, selling an estimated $3.74K and leaving 36,762 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #145.

Institute for Wealth Management first reported a position in JOET in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q2 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Institute for Wealth Management held 36,762 shares of Virtus Terranova US Quality Momentum ETF worth $1.47M as of Q1 2026.
  • Institute for Wealth Management sold 89 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $3.74K.
  • Virtus Terranova US Quality Momentum ETF made up 0.16% of Institute for Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Institute for Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2022 and has held it in 14 quarters since.
  • Institute for Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $1.61M in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.