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Moors & Cabot’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Moors & Cabot’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
-5,850
Closed -$252K – 944
2025
Q3 		$252K Buy
+5,850
New +$244K 0.01% 745

Other funds holding JOET

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $193M AUM

Moors & Cabot's JOET Position: Q4 2025 in Review

Moors & Cabot sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q4 2025, closing a stake of 5,850 shares — an estimated $252K sold.

Moors & Cabot first reported a position in JOET in Q3 2025 and held it in 1 quarter. The position peaked at $252K in Q3 2025. 50 funds tracked by Wall St. Rank hold JOET as of Q4 2025.

  • Moors & Cabot reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Moors & Cabot sold 5,850 Virtus Terranova US Quality Momentum ETF shares in Q4 2025, an estimated $252K.
  • Moors & Cabot first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Moors & Cabot's Virtus Terranova US Quality Momentum ETF position peaked at $252K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q4 2025.

Based on Moors & Cabot's 13F filing for Q4 2025, filed 10 Feb 2026.