Integrated Wealth Concepts’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Integrated Wealth Concepts’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	$29.6K	Buy	+640	New	+$27.9K	﹤0.01%	3784

Other funds holding JOET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Integrated Wealth Concepts's JOET Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2026: 640 shares worth $29.6K. The stake represents ﹤0.01% of the portfolio and ranks #3784 among its holdings.

53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Integrated Wealth Concepts held 640 shares of Virtus Terranova US Quality Momentum ETF worth $29.6K as of Q2 2026.
Virtus Terranova US Quality Momentum ETF was a new Integrated Wealth Concepts position in Q2 2026.
Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3784 holding.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.