O'Rourke & Company’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$480K Buy
11,994
+1,995
+20% +$83.8K 0.19% 104
2025
Q4
$420K Buy
9,999
+3,474
+53% +$147K 0.16% 118
2025
Q3
$281K Buy
+6,525
New +$272K 0.12% 141

Other funds holding JOET

O'Rourke & Company's JOET Position: Q1 2026 in Review

O'Rourke & Company increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 20% in Q1 2026, buying an estimated $83.8K and bringing the position to 11,994 shares worth $480K. The position accounts for 0.19% of the portfolio, ranked #104.

O'Rourke & Company first reported a position in JOET in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • O'Rourke & Company held 11,994 shares of Virtus Terranova US Quality Momentum ETF worth $480K as of Q1 2026.
  • O'Rourke & Company bought 1,995 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $83.8K.
  • Virtus Terranova US Quality Momentum ETF made up 0.19% of O'Rourke & Company's portfolio in Q1 2026, its #104 holding.
  • O'Rourke & Company first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.