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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
Q2 		$303K Sell
6,556
-3,292
-33% -$143K ﹤0.01% 1490
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 $1.89T 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

Kestra Private Wealth Services's JOET Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 33% in Q2 2026, selling an estimated $143K and leaving 6,556 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Kestra Private Wealth Services first reported a position in JOET in Q4 2025 and has held it in 3 quarters since. The position peaked at $394K in Q1 2026. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Kestra Private Wealth Services held 6,556 shares of Virtus Terranova US Quality Momentum ETF worth $303K as of Q2 2026.
  • Kestra Private Wealth Services sold 3,292 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $143K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1490 holding.
  • Kestra Private Wealth Services first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's Virtus Terranova US Quality Momentum ETF position peaked at $394K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.