Palumbo Wealth Management
JOET icon

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
Q3 		$1.1M Hold
24,484
– – 0.23% 70
2026
Q2 		$1.13M Sell
24,484
-3,492
-12% -$152K 0.24% 72
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 $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Total Clarity Wealth Management
Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

Palumbo Wealth Management's JOET Position: Q3 2026 in Review

Palumbo Wealth Management held its Virtus Terranova US Quality Momentum ETF (JOET) position steady in Q3 2026 at 24,484 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #70.

Palumbo Wealth Management first reported a position in JOET in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.7M in Q3 2023. 46 funds tracked by Wall St. Rank hold JOET as of Q3 2026.

  • Palumbo Wealth Management held 24,484 shares of Virtus Terranova US Quality Momentum ETF worth $1.1M as of Q3 2026.
  • Palumbo Wealth Management left its Virtus Terranova US Quality Momentum ETF share count unchanged in Q3 2026.
  • Virtus Terranova US Quality Momentum ETF made up 0.23% of Palumbo Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Palumbo Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2022 and has held it in 19 quarters since.
  • Palumbo Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $1.7M in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2026.

Based on Palumbo Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.