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Retirement Group’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Retirement Group’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
2022
Q3 		– Sell
-42
Closed -$1K – 664
2022
Q2 		$1K Buy
42
+21
+100% +$571 ﹤0.01% 689
2022
Q1 		$1K Hold
21
– – ﹤0.01% 691
2021
Q4 		$1K Hold
21
– – ﹤0.01% 665
2021
Q3 		$1K Hold
21
– – ﹤0.01% 580
2021
Q2 		$1K Hold
21
– – ﹤0.01% 618
2021
Q1 		$1K Hold
21
– – ﹤0.01% 686
2020
Q4 		$0 Buy
+21
New +$535 ﹤0.01% 698

Other funds holding JOET

AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Retirement Group's JOET Position: Q3 2022 in Review

Retirement Group sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2022, closing a stake of 42 shares — an estimated $1K sold.

Retirement Group first reported a position in JOET in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 19 funds tracked by Wall St. Rank hold JOET as of Q3 2022.

  • Retirement Group reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 42 Virtus Terranova US Quality Momentum ETF shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2020 and held it in 7 quarters.
  • Retirement Group's Virtus Terranova US Quality Momentum ETF position peaked at $1K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.