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

O'Rourke & Company’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
Q2 		$577K Buy
12,459
+465
+4% +$20.3K 0.2% 104
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

O'Rourke & Company's JOET Position: Q2 2026 in Review

O'Rourke & Company increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 3.9% in Q2 2026, buying an estimated $20.3K and bringing the position to 12,459 shares worth $577K. The position accounts for 0.2% of the portfolio, ranked #104.

O'Rourke & Company first reported a position in JOET in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • O'Rourke & Company held 12,459 shares of Virtus Terranova US Quality Momentum ETF worth $577K as of Q2 2026.
  • O'Rourke & Company bought 465 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $20.3K.
  • Virtus Terranova US Quality Momentum ETF made up 0.2% of O'Rourke & Company's portfolio in Q2 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 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.