Janney Montgomery Scott
JOET icon

Janney Montgomery Scott’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-8,485
Closed -$255K – 2388
2022
Q1 		$255K Hold
8,485
– – ﹤0.01% 1968
2021
Q4 		$280K Sell
8,485
-402
-5% -$12.8K ﹤0.01% 2040
2021
Q3 		$263K Buy
+8,887
New +$270K ﹤0.01% 2027

Other funds holding JOET

AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott's JOET Position: Q2 2022 in Review

Janney Montgomery Scott sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2022, closing a stake of 8,485 shares — an estimated $255K sold.

Janney Montgomery Scott first reported a position in JOET in Q3 2021 and held it in 3 quarters. The position peaked at $280K in Q4 2021. 19 funds tracked by Wall St. Rank hold JOET as of Q2 2022.

  • Janney Montgomery Scott reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 8,485 Virtus Terranova US Quality Momentum ETF shares in Q2 2022, an estimated $255K.
  • Janney Montgomery Scott first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2021 and held it in 3 quarters.
  • Janney Montgomery Scott's Virtus Terranova US Quality Momentum ETF position peaked at $280K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2022.

Based on Janney Montgomery Scott's 13F filing for Q2 2022, filed 3 Aug 2022.