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Palumbo Wealth Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Palumbo Wealth 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 		$1.12M Sell
27,976
-1,430
-5% -$60.1K 0.27% 64
2025
Q4 		$1.24M Sell
29,406
-2,759
-9% -$117K 0.3% 63
2025
Q3 		$1.38M Sell
32,165
-3,066
-9% -$128K 0.44% 47
2025
Q2 		$1.44M Sell
35,231
-1,075
-3% -$40.8K 0.45% 53
2025
Q1 		$1.33M Sell
36,306
-2,538
-7% -$97.7K 0.44% 52
2024
Q4 		$1.47M Sell
38,844
-433
-1% -$16.7K 0.55% 44
2024
Q3 		$1.44M Sell
39,277
-391
-1% -$13.7K 0.56% 50
2024
Q2 		$1.36M Sell
39,668
-2,348
-6% -$78.9K 0.58% 49
2024
Q1 		$1.45M Sell
42,016
-9,728
-19% -$314K 0.65% 45
2023
Q4 		$1.59M Sell
51,744
-9,349
-15% -$268K 0.81% 30
2023
Q3 		$1.7M Buy
61,093
+23,631
+63% +$681K 0.94% 22
2023
Q2 		$1.08M Sell
37,462
-449
-1% -$12.4K 0.66% 31
2023
Q1 		$1.04M Buy
37,911
+2,021
+6% +$55.4K 0.69% 35
2022
Q4 		$959K Buy
35,890
+12,407
+53% +$333K 0.76% 32
2022
Q3 		$577K Buy
23,483
+2,476
+12% +$65.6K 0.49% 46
2022
Q2 		$527K Buy
21,007
+9,666
+85% +$263K 0.42% 51
2022
Q1 		$341K Buy
+11,341
New +$336K 0.22% 71

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

Palumbo Wealth Management's JOET Position: Q1 2026 in Review

Palumbo Wealth Management reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 4.9% in Q1 2026, selling an estimated $60.1K and leaving 27,976 shares worth $1.12M. The position accounts for 0.27% of the portfolio, ranked #64.

Palumbo Wealth Management first reported a position in JOET in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q3 2023. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Palumbo Wealth Management held 27,976 shares of Virtus Terranova US Quality Momentum ETF worth $1.12M as of Q1 2026.
  • Palumbo Wealth Management sold 1,430 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $60.1K.
  • Virtus Terranova US Quality Momentum ETF made up 0.27% of Palumbo Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Palumbo Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2022 and has held it in 17 quarters since.
  • Palumbo Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $1.7M in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.