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

NewEdge 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
2026 Q2	$4.28M	Buy	92,435 +1,872	+2%	+$81.5K	0.01%	837
2026 Q1	$3.63M	Sell	90,563 -3,980	-4%	-$167K	0.01%	823
2025 Q4	$3.97M	Sell	94,543 -63,227	-40%	-$2.68M	0.01%	758
2025 Q3	$6.79M	Buy	157,770 +2,958	+2%	+$123K	0.03%	517
2025 Q2	$6.33M	Buy	154,812 +31,334	+25%	+$1.19M	0.03%	496
2025 Q1	$4.52M	Buy	123,478 +67,158	+119%	+$2.59M	0.03%	542
2024 Q4	$2.13M	Sell	56,320 -801	-1%	-$31K	0.01%	808
2024 Q3	$2.1M	Sell	57,121 -72,217	-56%	-$2.53M	0.01%	771
2024 Q2	$4.44M	Sell	129,338 -4,365	-3%	-$147K	0.03%	482
2024 Q1	$4.6M	Buy	133,703 +3,614	+3%	+$117K	0.04%	412
2023 Q4	$4.04M	Sell	130,089 -1,479	-1%	-$42.4K	0.04%	419
2023 Q3	$3.67M	Sell	131,568 -20,350	-13%	-$586K	0.04%	400
2023 Q2	$4.37M	Buy	+151,918	New	+$4.19M	0.05%	357

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

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

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

CWRP

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

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

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

NewEdge Advisors's JOET Position: Q2 2026 in Review

NewEdge Advisors increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 2.1% in Q2 2026, buying an estimated $81.5K and bringing the position to 92,435 shares worth $4.28M. The position accounts for 0.01% of the portfolio, ranked #837.

NewEdge Advisors first reported a position in JOET in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.79M in Q3 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

NewEdge Advisors held 92,435 shares of Virtus Terranova US Quality Momentum ETF worth $4.28M as of Q2 2026.
NewEdge Advisors bought 1,872 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $81.5K.
Virtus Terranova US Quality Momentum ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #837 holding.
NewEdge Advisors first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2023 and has held it in 13 quarters since.
NewEdge Advisors's Virtus Terranova US Quality Momentum ETF position peaked at $6.79M in Q3 2025.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.