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Planning Capital Management Corporation’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$552 Buy
15
+4
+36% +$140 ﹤0.01% 665
2024
Q2 		$378 Buy
+11
New +$369 ﹤0.01% 635

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FEG
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TCWM
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EAM
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NA
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MSFS
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Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Planning Capital Management Corporation's JOET Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 36% in Q3 2024, buying an estimated $140 and bringing the position to 15 shares worth $552. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Planning Capital Management Corporation first reported a position in JOET in Q2 2024 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold JOET as of Q3 2024.

  • Planning Capital Management Corporation held 15 shares of Virtus Terranova US Quality Momentum ETF worth $552 as of Q3 2024.
  • Planning Capital Management Corporation bought 4 Virtus Terranova US Quality Momentum ETF shares in Q3 2024, an estimated $140.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #665 holding.
  • Planning Capital Management Corporation first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2024 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.