Northwestern Mutual Wealth Management
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $193M AUM
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's JOET Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Virtus Terranova US Quality Momentum ETF (JOET) in Q1 2026: 556 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #2765 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in JOET as recently as Q1 2025.

Northwestern Mutual Wealth Management first reported a position in JOET in Q3 2022 and has held it in 3 quarters since. The position peaked at $30K in Q3 2022. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Northwestern Mutual Wealth Management held 556 shares of Virtus Terranova US Quality Momentum ETF worth $22.3K as of Q1 2026.
  • Virtus Terranova US Quality Momentum ETF was a new Northwestern Mutual Wealth Management position in Q1 2026.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2765 holding.
  • Northwestern Mutual Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2022 and has held it in 3 quarters since.
  • Northwestern Mutual Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $30K in Q3 2022.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.