RWM
JOET icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $193M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ritholtz Wealth Management's JOET Position: Q1 2026 in Review

Ritholtz Wealth Management held its Virtus Terranova US Quality Momentum ETF (JOET) position steady in Q1 2026 at 12,250 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #797.

Ritholtz Wealth Management first reported a position in JOET in Q2 2024 and has held it in 8 quarters since. The position peaked at $527K in Q3 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Ritholtz Wealth Management held 12,250 shares of Virtus Terranova US Quality Momentum ETF worth $490K as of Q1 2026.
  • Ritholtz Wealth Management left its Virtus Terranova US Quality Momentum ETF share count unchanged in Q1 2026.
  • Virtus Terranova US Quality Momentum ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #797 holding.
  • Ritholtz Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2024 and has held it in 8 quarters since.
  • Ritholtz Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $527K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.