Rockefeller Capital Management
JOET icon

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
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
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

Rockefeller Capital Management's JOET Position: Q1 2026 in Review

Rockefeller Capital Management increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 1,730% in Q1 2026, buying an estimated $669K and bringing the position to 16,837 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Rockefeller Capital Management first reported a position in JOET in Q4 2022 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Rockefeller Capital Management held 16,837 shares of Virtus Terranova US Quality Momentum ETF worth $674K as of Q1 2026.
  • Rockefeller Capital Management bought 15,917 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $669K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1806 holding.
  • Rockefeller Capital Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2022 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.