Milestone Investment Advisors’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Milestone Investment Advisors’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
2024 Q3	–	Sell	-3,238	Closed	-$111K	–	133
2024 Q2	$111K	Sell	3,238 -1,007	-24%	-$33.8K	0.03%	89
2024 Q1	$146K	Hold	4,245	–	–	0.04%	82
2023 Q4	$130K	Sell	4,245 -71,082	-94%	-$2.04M	0.04%	80
2023 Q3	$2.1M	Sell	75,327 -2,132	-3%	-$61.4K	0.6%	36
2023 Q2	$2.23M	Sell	77,459 -1,449	-2%	-$40K	0.69%	34
2023 Q1	$2.17M	Buy	78,908 +3,100	+4%	+$84.9K	0.67%	33
2022 Q4	$2.03M	Buy	+75,808	New	+$2.04M	0.71%	31

Other funds holding JOET

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Milestone Investment Advisors's JOET Position: Q3 2024 in Review

Milestone Investment Advisors sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2024, closing a stake of 3,238 shares — an estimated $111K sold.

Milestone Investment Advisors first reported a position in JOET in Q4 2022 and held it in 7 quarters. The position peaked at $2.23M in Q2 2023. 32 funds tracked by Wall St. Rank hold JOET as of Q3 2024.

Milestone Investment Advisors reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2024 after selling out during the quarter.
Milestone Investment Advisors sold 3,238 Virtus Terranova US Quality Momentum ETF shares in Q3 2024, an estimated $111K.
Milestone Investment Advisors first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2022 and held it in 7 quarters.
Milestone Investment Advisors's Virtus Terranova US Quality Momentum ETF position peaked at $2.23M in Q2 2023.
32 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2024.

Based on Milestone Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.