MA
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Mutual Advisors’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Mutual 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
Q2 		– Sell
-89,289
Closed -$3.07M – 1123
2024
Q1 		$3.07M Buy
89,289
+66,864
+298% +$2.16M 0.1% 195
2023
Q4 		$688K Sell
22,425
-3,143
-12% -$90K 0.02% 563
2023
Q3 		$713K Sell
25,568
-1,092
-4% -$31.5K 0.03% 511
2023
Q2 		$767K Buy
+26,660
New +$735K 0.03% 512
2022
Q4 		– Sell
-22,634
Closed -$556K – 943
2022
Q3 		$556K Buy
+22,634
New +$600K 0.03% 530
2022
Q2 		– Sell
-122,804
Closed -$3.69M – 894
2022
Q1 		$3.69M Buy
122,804
+11,635
+10% +$345K 0.21% 104
2021
Q4 		$3.67M Sell
111,169
-3,487
-3% -$111K 0.19% 118
2021
Q3 		$3.39M Buy
+114,656
New +$3.49M 0.2% 119

Other funds holding JOET

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $931M AUM 29.36% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return