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Kestra Advisory Services’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Kestra Advisory Services’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 		– Sell
-6,833
Closed -$287K – 3780
2025
Q4 		$287K Sell
6,833
-589
-8% -$25K ﹤0.01% 2581
2025
Q3 		$319K Sell
7,422
-200
-3% -$8.33K ﹤0.01% 2397
2025
Q2 		$312K Buy
7,622
+100
+1% +$3.79K ﹤0.01% 2315
2025
Q1 		$275K Buy
+7,522
New +$290K ﹤0.01% 2231

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

Kestra Advisory Services's JOET Position: Q1 2026 in Review

Kestra Advisory Services sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q1 2026, closing a stake of 6,833 shares — an estimated $287K sold.

Kestra Advisory Services first reported a position in JOET in Q1 2025 and held it in 4 quarters. The position peaked at $319K in Q3 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Kestra Advisory Services reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 6,833 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $287K.
  • Kestra Advisory Services first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2025 and held it in 4 quarters.
  • Kestra Advisory Services's Virtus Terranova US Quality Momentum ETF position peaked at $319K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.