MML Investors Services’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

MML Investors Services’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
2025 Q4	–	Sell	-70,698	Closed	-$3.04M	–	3099
2025 Q3	$3.04M	Buy	70,698 +35,251	+99%	+$1.47M	0.01%	1085
2025 Q2	$1.45M	Buy	+35,447	New	+$1.34M	﹤0.01%	1449
2024 Q3	–	Sell	-12,916	Closed	-$443K	–	2599
2024 Q2	$443K	Buy	+12,916	New	+$434K	﹤0.01%	1865

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

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

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

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

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

CWRP

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

MML Investors Services's JOET Position: Q4 2025 in Review

MML Investors Services sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q4 2025, closing a stake of 70,698 shares — an estimated $3.04M sold.

MML Investors Services first reported a position in JOET in Q2 2024 and held it in 3 quarters. The position peaked at $3.04M in Q3 2025. 50 funds tracked by Wall St. Rank hold JOET as of Q4 2025.

MML Investors Services reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q4 2025 after selling out during the quarter.
MML Investors Services sold 70,698 Virtus Terranova US Quality Momentum ETF shares in Q4 2025, an estimated $3.04M.
MML Investors Services first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2024 and held it in 3 quarters.
MML Investors Services's Virtus Terranova US Quality Momentum ETF position peaked at $3.04M in Q3 2025.
50 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q4 2025.

Based on MML Investors Services's 13F filing for Q4 2025, filed 13 Feb 2026.