McDonald Partners’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

McDonald Partners’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	$4.58K	Buy	+99	New	+$4.31K	﹤0.01%	542

Other funds holding JOET

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

McDonald Partners's JOET Position: Q2 2026 in Review

McDonald Partners opened a new position in Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2026: 99 shares worth $4.58K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

16 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

McDonald Partners held 99 shares of Virtus Terranova US Quality Momentum ETF worth $4.58K as of Q2 2026.
Virtus Terranova US Quality Momentum ETF was a new McDonald Partners position in Q2 2026.
Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #542 holding.
16 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.