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ShoreHaven Wealth Partners’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

ShoreHaven Wealth 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
2021
Q2 		– Sell
-100
Closed -$3K – 157
2021
Q1 		$3K Hold
100
– – ﹤0.01% 236
2020
Q4 		$3K Buy
+100
New +$2.55K ﹤0.01% 210

Other funds holding JOET

AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ShoreHaven Wealth Partners's JOET Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

ShoreHaven Wealth Partners first reported a position in JOET in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 14 funds tracked by Wall St. Rank hold JOET as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 100 Virtus Terranova US Quality Momentum ETF shares in Q2 2021, an estimated $3K.
  • ShoreHaven Wealth Partners first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Virtus Terranova US Quality Momentum ETF position peaked at $3K in Q1 2021.
  • 14 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.