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John Overdeck’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

John Overdeck’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 		– Sell
-25,300
Closed -$1.01M – 5256
2026
Q1 		$1.01M Buy
+25,300
New +$1.06M ﹤0.01% 3256

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

John Overdeck's JOET Position: Q2 2026 in Review

John Overdeck sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2026, closing a stake of 25,300 shares — an estimated $1.01M sold.

John Overdeck first reported a position in JOET in Q1 2026 and held it in 1 quarter. The position peaked at $1.01M in Q1 2026. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • John Overdeck reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 25,300 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $1.01M.
  • John Overdeck first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2026 and held it in 1 quarter.
  • John Overdeck's Virtus Terranova US Quality Momentum ETF position peaked at $1.01M in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.