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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $193M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

O'Shaughnessy Asset Management's JOET Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its Virtus Terranova US Quality Momentum ETF (JOET) position steady in Q1 2026 at 5,241 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

O'Shaughnessy Asset Management first reported a position in JOET in Q4 2025 and has held it in 2 quarters since. The position peaked at $220K in Q4 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • O'Shaughnessy Asset Management held 5,241 shares of Virtus Terranova US Quality Momentum ETF worth $210K as of Q1 2026.
  • O'Shaughnessy Asset Management left its Virtus Terranova US Quality Momentum ETF share count unchanged in Q1 2026.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1963 holding.
  • O'Shaughnessy Asset Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • O'Shaughnessy Asset Management's Virtus Terranova US Quality Momentum ETF position peaked at $220K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.