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

Ritholtz 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 Q2	$567K	Hold	12,250	–	–	0.01%	812
2026 Q1	$490K	Hold	12,250	–	–	0.01%	797
2025 Q4	$515K	Hold	12,250	–	–	0.01%	709
2025 Q3	$527K	Hold	12,250	–	–	0.01%	670
2025 Q2	$501K	Buy	12,250 +3,250	+36%	+$123K	0.01%	639
2025 Q1	$329K	Buy	9,000 +1,732	+24%	+$66.7K	0.01%	719
2024 Q4	$275K	Buy	7,268 +153	+2%	+$5.92K	0.01%	733
2024 Q3	$262K	Buy	7,115 +115	+2%	+$4.02K	0.01%	739
2024 Q2	$240K	Buy	+7,000	New	+$235K	0.01%	714

Other funds holding JOET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ritholtz Wealth Management's JOET Position: Q2 2026 in Review

Ritholtz Wealth Management held its Virtus Terranova US Quality Momentum ETF (JOET) position steady in Q2 2026 at 12,250 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #812.

Ritholtz Wealth Management first reported a position in JOET in Q2 2024 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Ritholtz Wealth Management held 12,250 shares of Virtus Terranova US Quality Momentum ETF worth $567K as of Q2 2026.
Ritholtz Wealth Management left its Virtus Terranova US Quality Momentum ETF share count unchanged in Q2 2026.
Virtus Terranova US Quality Momentum ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #812 holding.
Ritholtz Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2024 and has held it in 9 quarters since.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.