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Jeff Yass’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Jeff Yass’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 		$1.97M Sell
42,480
-7,662
-15% -$334K ﹤0.01% 6512
2026
Q1 		$2.01M Buy
50,142
+18,374
+58% +$772K ﹤0.01% 6172
2025
Q4 		$1.33M Sell
31,768
-320
-1% -$13.6K ﹤0.01% 6521
2025
Q3 		$1.38M Sell
32,088
-23,278
-42% -$969K ﹤0.01% 6585
2025
Q2 		$2.26M Buy
55,366
+47,216
+579% +$1.79M ﹤0.01% 5531
2025
Q1 		$298K Sell
8,150
-30,792
-79% -$1.19M ﹤0.01% 10079
2024
Q4 		$1.47M Sell
38,942
-3,892
-9% -$150K ﹤0.01% 6001
2024
Q3 		$1.58M Buy
42,834
+13,648
+47% +$477K ﹤0.01% 5791
2024
Q2 		$1M Sell
29,186
-3,339
-10% -$112K ﹤0.01% 6592
2024
Q1 		$1.12M Sell
32,525
-13,191
-29% -$426K ﹤0.01% 6618
2023
Q4 		$1.4M Buy
45,716
+16,608
+57% +$476K ﹤0.01% 6153
2023
Q3 		$812K Sell
29,108
-283
-1% -$8.15K ﹤0.01% 7113
2023
Q2 		$846K Buy
29,391
+7,862
+37% +$217K ﹤0.01% 7076
2023
Q1 		$592K Sell
21,529
-1,106
-5% -$30.3K ﹤0.01% 8158
2022
Q4 		$605K Sell
22,635
-15,329
-40% -$412K ﹤0.01% 7370
2022
Q3 		$932K Sell
37,964
-29,623
-44% -$785K ﹤0.01% 6807
2022
Q2 		$1.7M Buy
67,587
+17,183
+34% +$467K ﹤0.01% 5258
2022
Q1 		$1.51M Buy
50,404
+3,094
+7% +$91.8K ﹤0.01% 6119
2021
Q4 		$1.56M Buy
47,310
+40,386
+583% +$1.29M ﹤0.01% 6118
2021
Q3 		$204K Sell
6,924
-26,299
-79% -$800K ﹤0.01% 11441
2021
Q2 		$967K Buy
33,223
+24,911
+300% +$696K ﹤0.01% 7872
2021
Q1 		$221K Sell
8,312
-59,064
-88% -$1.55M ﹤0.01% 11221
2020
Q4 		$1.76M Buy
+67,376
New +$1.72M ﹤0.01% 5361

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

Jeff Yass's JOET Position: Q2 2026 in Review

Jeff Yass reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 15% in Q2 2026, selling an estimated $334K and leaving 42,480 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #6512.

Jeff Yass first reported a position in JOET in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q2 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Jeff Yass held 42,480 shares of Virtus Terranova US Quality Momentum ETF worth $1.97M as of Q2 2026.
  • Jeff Yass sold 7,662 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $334K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6512 holding.
  • Jeff Yass first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2020 and has held it in 23 quarters since.
  • Jeff Yass's Virtus Terranova US Quality Momentum ETF position peaked at $2.26M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.