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Oppenheimer & Co’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Oppenheimer & Co’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
2022
Q3 		– Sell
-9,487
Closed -$238K – 1422
2022
Q2 		$238K Sell
9,487
-1,306
-12% -$35.5K 0.01% 1190
2022
Q1 		$324K Buy
10,793
+1,762
+20% +$52.3K 0.01% 1167
2021
Q4 		$298K Sell
9,031
-933
-9% -$29.8K 0.01% 1226
2021
Q3 		$295K Buy
+9,964
New +$303K 0.01% 1231

Other funds holding JOET

AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Oppenheimer & Co's JOET Position: Q3 2022 in Review

Oppenheimer & Co sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2022, closing a stake of 9,487 shares — an estimated $238K sold.

Oppenheimer & Co first reported a position in JOET in Q3 2021 and held it in 4 quarters. The position peaked at $324K in Q1 2022. 19 funds tracked by Wall St. Rank hold JOET as of Q3 2022.

  • Oppenheimer & Co reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 9,487 Virtus Terranova US Quality Momentum ETF shares in Q3 2022, an estimated $238K.
  • Oppenheimer & Co first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2021 and held it in 4 quarters.
  • Oppenheimer & Co's Virtus Terranova US Quality Momentum ETF position peaked at $324K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2022.

Based on Oppenheimer & Co's 13F filing for Q3 2022, filed 14 Nov 2022.