LPL Financial
JOET icon

LPL Financial’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

LPL Financial’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 		$18.1M Sell
391,401
-33,870
-8% -$1.48M ﹤0.01% 1639
2026
Q1 		$17M Buy
425,271
+51,063
+14% +$2.15M ﹤0.01% 1579
2025
Q4 		$15.7M Buy
374,208
+176,037
+89% +$7.46M ﹤0.01% 1571
2025
Q3 		$8.52M Buy
198,171
+55,730
+39% +$2.32M ﹤0.01% 2020
2025
Q2 		$5.83M Buy
142,441
+7,005
+5% +$266K ﹤0.01% 2193
2025
Q1 		$4.95M Sell
135,436
-2,287
-2% -$88K ﹤0.01% 2154
2024
Q4 		$5.2M Buy
137,723
+22,067
+19% +$853K ﹤0.01% 2054
2024
Q3 		$4.25M Sell
115,656
-336
-0.3% -$11.8K ﹤0.01% 2121
2024
Q2 		$3.98M Buy
115,992
+7,745
+7% +$260K ﹤0.01% 2039
2024
Q1 		$3.73M Buy
108,247
+91,759
+557% +$2.96M ﹤0.01% 2016
2023
Q4 		$506K Sell
16,488
-12,301
-43% -$352K ﹤0.01% 3662
2023
Q3 		$803K Sell
28,789
-15,225
-35% -$439K ﹤0.01% 3090
2023
Q2 		$1.27M Sell
44,014
-21,088
-32% -$582K ﹤0.01% 2650
2023
Q1 		$1.79M Buy
65,102
+16,946
+35% +$464K ﹤0.01% 2232
2022
Q4 		$1.29M Buy
48,156
+16,827
+54% +$452K ﹤0.01% 2446
2022
Q3 		$769K Sell
31,329
-6,883
-18% -$182K ﹤0.01% 2745
2022
Q2 		$958K Buy
38,212
+617
+2% +$16.8K ﹤0.01% 2606
2022
Q1 		$1.13M Buy
37,595
+11,462
+44% +$340K ﹤0.01% 2509
2021
Q4 		$863K Buy
26,133
+18,028
+222% +$575K ﹤0.01% 2790
2021
Q3 		$240K Buy
8,105
+200
+3% +$6.09K ﹤0.01% 3823
2021
Q2 		$230K Buy
+7,905
New +$221K ﹤0.01% 3802

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
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
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

LPL Financial's JOET Position: Q2 2026 in Review

LPL Financial reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 8% in Q2 2026, selling an estimated $1.48M and leaving 391,401 shares worth $18.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

LPL Financial first reported a position in JOET in Q2 2021 and has held it in 21 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • LPL Financial held 391,401 shares of Virtus Terranova US Quality Momentum ETF worth $18.1M as of Q2 2026.
  • LPL Financial sold 33,870 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $1.48M.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1639 holding.
  • LPL Financial first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2021 and has held it in 21 quarters since.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.