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MLP3 LLC’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

MLP3 LLC’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
Q1 		$367K Hold
9,172
– – 0.4% 55
2025
Q4 		$385K Buy
+9,172
New +$389K 0.42% 54

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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

MLP3 LLC's JOET Position: Q1 2026 in Review

MLP3 LLC held its Virtus Terranova US Quality Momentum ETF (JOET) position steady in Q1 2026 at 9,172 shares worth $367K. The position accounts for 0.4% of the portfolio, ranked #55.

MLP3 LLC first reported a position in JOET in Q4 2025 and has held it in 2 quarters since. The position peaked at $385K in Q4 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • MLP3 LLC held 9,172 shares of Virtus Terranova US Quality Momentum ETF worth $367K as of Q1 2026.
  • MLP3 LLC left its Virtus Terranova US Quality Momentum ETF share count unchanged in Q1 2026.
  • Virtus Terranova US Quality Momentum ETF made up 0.4% of MLP3 LLC's portfolio in Q1 2026, its #55 holding.
  • MLP3 LLC first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • MLP3 LLC's Virtus Terranova US Quality Momentum ETF position peaked at $385K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.