Spire Wealth Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Spire Wealth 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 Q3	$16.9K	Hold	375	–	–	﹤0.01%	1444
2026 Q2	$17.4K	Hold	375	–	–	﹤0.01%	1481
2026 Q1	$15K	Hold	375	–	–	﹤0.01%	1506
2025 Q4	$15.8K	Hold	375	–	–	﹤0.01%	1569
2025 Q3	$16.1K	Buy	+375	New	+$15.6K	﹤0.01%	1594
2023 Q3	–	Sell	-175	Closed	-$5.04K	–	2419
2023 Q2	$5.04K	Hold	175	–	–	﹤0.01%	2000
2023 Q1	$4.82K	Buy	+175	New	+$4.79K	﹤0.01%	2042
2022 Q3	–	Sell	-175	Closed	-$4K	–	2401
2022 Q2	$4K	Sell	175 -24	-12%	-$652	﹤0.01%	2195
2022 Q1	$6K	Sell	199 -100	-33%	-$2.97K	﹤0.01%	2192
2021 Q4	$10K	Buy	299 +97	+48%	+$3.09K	﹤0.01%	2384
2021 Q3	$6K	Hold	202	–	–	﹤0.01%	2235
2021 Q2	$6K	Buy	+202	New	+$5.65K	﹤0.01%	2275

Other funds holding JOET

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

Spire Wealth Management's JOET Position: Q3 2026 in Review

Spire Wealth Management held its Virtus Terranova US Quality Momentum ETF (JOET) position steady in Q3 2026 at 375 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Spire Wealth Management first reported a position in JOET in Q2 2021 and has held it in 12 quarters since. The position peaked at $17.4K in Q2 2026. 46 funds tracked by Wall St. Rank hold JOET as of Q3 2026.

Spire Wealth Management held 375 shares of Virtus Terranova US Quality Momentum ETF worth $16.9K as of Q3 2026.
Spire Wealth Management left its Virtus Terranova US Quality Momentum ETF share count unchanged in Q3 2026.
Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1444 holding.
Spire Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2021 and has held it in 12 quarters since.
Spire Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $17.4K in Q2 2026.
46 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.