Root Financial Partners
JOET icon

Root Financial Partners’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Root Financial Partners’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 		$22.1K Buy
+491
New +$22.5K ﹤0.01% 1500

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DKM Wealth Management
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Triumph Capital Management
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Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Root Financial Partners's JOET Position: Q3 2026 in Review

Root Financial Partners opened a new position in Virtus Terranova US Quality Momentum ETF (JOET) in Q3 2026: 491 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings.

7 funds tracked by Wall St. Rank hold JOET as of Q3 2026.

  • Root Financial Partners held 491 shares of Virtus Terranova US Quality Momentum ETF worth $22.1K as of Q3 2026.
  • Virtus Terranova US Quality Momentum ETF was a new Root Financial Partners position in Q3 2026.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1500 holding.
  • 7 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.