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Savvy Advisors Inc’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Savvy Advisors Inc’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 		$807K Sell
17,432
-2,573
-13% -$112K 0.02% 600
2026
Q1 		$801K Buy
+20,005
New +$840K 0.02% 497

Other funds holding JOET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Savvy Advisors Inc's JOET Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 13% in Q2 2026, selling an estimated $112K and leaving 17,432 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #600.

Savvy Advisors Inc first reported a position in JOET in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Savvy Advisors Inc held 17,432 shares of Virtus Terranova US Quality Momentum ETF worth $807K as of Q2 2026.
  • Savvy Advisors Inc sold 2,573 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $112K.
  • Virtus Terranova US Quality Momentum ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #600 holding.
  • Savvy Advisors Inc first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.