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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mutual Advisors's JOET Position: Q2 2024 in Review

Mutual Advisors sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2024, closing a stake of 89,289 shares — an estimated $3.07M sold.

Mutual Advisors first reported a position in JOET in Q3 2021 and held it in 8 quarters. The position peaked at $3.69M in Q1 2022. 33 funds tracked by Wall St. Rank hold JOET as of Q2 2024.

Mutual Advisors reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q2 2024 after selling out during the quarter.
Mutual Advisors sold 89,289 Virtus Terranova US Quality Momentum ETF shares in Q2 2024, an estimated $3.07M.
Mutual Advisors first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2021 and held it in 8 quarters.
Mutual Advisors's Virtus Terranova US Quality Momentum ETF position peaked at $3.69M in Q1 2022.
33 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.