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O'Shaughnessy Asset Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

O'Shaughnessy Asset Management’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 		– Sell
-5,241
Closed -$210K – 2745
2026
Q1 		$210K Hold
5,241
– – ﹤0.01% 1963
2025
Q4 		$220K Buy
+5,241
New +$222K ﹤0.01% 1940

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'Shaughnessy Asset Management's JOET Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2026, closing a stake of 5,241 shares — an estimated $210K sold.

O'Shaughnessy Asset Management first reported a position in JOET in Q4 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 5,241 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $210K.
  • O'Shaughnessy Asset Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2025 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Virtus Terranova US Quality Momentum ETF position peaked at $220K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.