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

Rockefeller Capital 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	$787K	Buy	17,002 +165	+1%	+$7.19K	﹤0.01%	1848
2026 Q1	$674K	Buy	16,837 +15,917	+1,730%	+$669K	﹤0.01%	1806
2025 Q4	$38.6K	Buy	920 +500	+119%	+$21.2K	﹤0.01%	3195
2025 Q3	$18.1K	Buy	+420	New	+$17.5K	﹤0.01%	3397
2023 Q1	–	Sell	-300	Closed	-$8K	–	2976
2022 Q4	$8K	Buy	+300	New	+$8.06K	﹤0.01%	3184

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

Rockefeller Capital Management's JOET Position: Q2 2026 in Review

Rockefeller Capital Management increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 0.98% in Q2 2026, buying an estimated $7.19K and bringing the position to 17,002 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Rockefeller Capital Management first reported a position in JOET in Q4 2022 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Rockefeller Capital Management held 17,002 shares of Virtus Terranova US Quality Momentum ETF worth $787K as of Q2 2026.
Rockefeller Capital Management bought 165 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $7.19K.
Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1848 holding.
Rockefeller Capital Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2022 and has held it in 5 quarters since.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.