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 Q3	–	Sell	-12,250	Closed	-$567K	–	1460
2026 Q2	$567K	Hold	12,250	–	–	0.01%	812
2026 Q1	$490K	Hold	12,250	–	–	0.01%	797
2025 Q4	$514K	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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

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

Ritholtz Wealth Management sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2026, closing a stake of 12,250 shares — an estimated $567K sold.

Ritholtz Wealth Management first reported a position in JOET in Q2 2024 and held it in 9 quarters. The position peaked at $567K in Q2 2026. 46 funds tracked by Wall St. Rank hold JOET as of Q3 2026.

Ritholtz Wealth Management reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q3 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 12,250 Virtus Terranova US Quality Momentum ETF shares in Q3 2026, an estimated $567K.
Ritholtz Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2024 and held it in 9 quarters.
Ritholtz Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $567K in Q2 2026.
46 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.