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Old Mission Capital’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Old Mission Capital’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
Q4 		– Sell
-15,110
Closed -$556K – 1076
2024
Q3 		$556K Buy
15,110
+3,913
+35% +$137K 0.01% 704
2024
Q2 		$384K Buy
+11,197
New +$376K 0.01% 827

Other funds holding JOET

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Old Mission Capital's JOET Position: Q4 2024 in Review

Old Mission Capital sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q4 2024, closing a stake of 15,110 shares — an estimated $556K sold.

Old Mission Capital first reported a position in JOET in Q2 2024 and held it in 2 quarters. The position peaked at $556K in Q3 2024. 33 funds tracked by Wall St. Rank hold JOET as of Q4 2024.

  • Old Mission Capital reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 15,110 Virtus Terranova US Quality Momentum ETF shares in Q4 2024, an estimated $556K.
  • Old Mission Capital first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2024 and held it in 2 quarters.
  • Old Mission Capital's Virtus Terranova US Quality Momentum ETF position peaked at $556K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.