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Orion Portfolio Solutions’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$914K Buy
24,995
+7,003
+39% +$270K 0.01% 1131
2024
Q4 		$680K Buy
17,992
+2,606
+17% +$101K 0.01% 1232
2024
Q3 		$566K Buy
15,386
+1,930
+14% +$67.5K 0.01% 1292
2024
Q2 		$462K Buy
+13,456
New +$452K ﹤0.01% 1302

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's JOET Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 39% in Q1 2025, buying an estimated $270K and bringing the position to 24,995 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #1131.

Orion Portfolio Solutions first reported a position in JOET in Q2 2024 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold JOET as of Q1 2025.

  • Orion Portfolio Solutions held 24,995 shares of Virtus Terranova US Quality Momentum ETF worth $914K as of Q1 2025.
  • Orion Portfolio Solutions bought 7,003 Virtus Terranova US Quality Momentum ETF shares in Q1 2025, an estimated $270K.
  • Virtus Terranova US Quality Momentum ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1131 holding.
  • Orion Portfolio Solutions first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2024 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.