Main Street Financial Solutions’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Main Street Financial Solutions’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	$5.1M	Sell	110,118 -7,261	-6%	-$316K	0.33%	64
2026 Q1	$4.7M	Buy	117,379 +10,115	+9%	+$425K	0.34%	60
2025 Q4	$4.51M	Buy	107,264 +6,747	+7%	+$286K	0.34%	62
2025 Q3	$4.32M	Buy	100,517 +9,633	+11%	+$401K	0.28%	73
2025 Q2	$3.72M	Buy	90,884 +873	+1%	+$33.1K	0.27%	80
2025 Q1	$3.29M	Buy	90,011 +25,545	+40%	+$983K	0.29%	75
2024 Q4	$2.44M	Buy	64,466 +15,839	+33%	+$612K	0.24%	85
2024 Q3	$1.79M	Buy	48,627 +16,735	+52%	+$585K	0.16%	131
2024 Q2	$1.09M	Buy	31,892 +2,242	+8%	+$75.3K	0.1%	188
2024 Q1	$1.02M	Buy	29,650 +17,500	+144%	+$565K	0.11%	179
2023 Q4	$373K	Buy	+12,150	New	+$348K	0.05%	314

Other funds holding JOET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Main Street Financial Solutions's JOET Position: Q2 2026 in Review

Main Street Financial Solutions reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 6.2% in Q2 2026, selling an estimated $316K and leaving 110,118 shares worth $5.1M. The position accounts for 0.33% of the portfolio, ranked #64.

Main Street Financial Solutions first reported a position in JOET in Q4 2023 and has held it in 11 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Main Street Financial Solutions held 110,118 shares of Virtus Terranova US Quality Momentum ETF worth $5.1M as of Q2 2026.
Main Street Financial Solutions sold 7,261 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $316K.
Virtus Terranova US Quality Momentum ETF made up 0.33% of Main Street Financial Solutions's portfolio in Q2 2026, its #64 holding.
Main Street Financial Solutions first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2023 and has held it in 11 quarters since.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

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