Northwestern Mutual Wealth Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Northwestern Mutual Wealth Management’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	$162K	Buy	3,492 +2,936	+528%	+$128K	﹤0.01%	2085
2026 Q1	$22.3K	Buy	+556	New	+$23.4K	﹤0.01%	2765
2025 Q2	–	Sell	-128	Closed	-$4.68K	–	3839
2025 Q1	$4.68K	Buy	+128	New	+$4.93K	﹤0.01%	2969
2022 Q4	–	Sell	-1,238	Closed	-$30K	–	3404
2022 Q3	$30K	Buy	+1,238	New	+$32.8K	﹤0.01%	2066

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

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

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

Northwestern Mutual Wealth Management's JOET Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 528% in Q2 2026, buying an estimated $128K and bringing the position to 3,492 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

Northwestern Mutual Wealth Management first reported a position in JOET in Q3 2022 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Northwestern Mutual Wealth Management held 3,492 shares of Virtus Terranova US Quality Momentum ETF worth $162K as of Q2 2026.
Northwestern Mutual Wealth Management bought 2,936 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $128K.
Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2085 holding.
Northwestern Mutual Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2022 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.