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

Kestra Private Wealth 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 		$394K Buy
9,848
+4,224
+75% +$177K ﹤0.01% 1318
2025
Q4 		$236K Buy
+5,624
New +$238K ﹤0.01% 1536

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 Private Wealth Services's JOET Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 75% in Q1 2026, buying an estimated $177K and bringing the position to 9,848 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Kestra Private Wealth Services first reported a position in JOET in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Kestra Private Wealth Services held 9,848 shares of Virtus Terranova US Quality Momentum ETF worth $394K as of Q1 2026.
  • Kestra Private Wealth Services bought 4,224 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $177K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1318 holding.
  • Kestra Private Wealth Services first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.