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Steward Partners Investment Advisory’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Steward Partners Investment Advisory’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 		$56.2K Buy
1,403
+1,029
+275% +$43.2K ﹤0.01% 2720
2025
Q4 		$15.7K Buy
+374
New +$15.8K ﹤0.01% 3239

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 $43.3B AUM 29.3% 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 $215M 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

Steward Partners Investment Advisory's JOET Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 275% in Q1 2026, buying an estimated $43.2K and bringing the position to 1,403 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Steward Partners Investment Advisory first reported a position in JOET in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Steward Partners Investment Advisory held 1,403 shares of Virtus Terranova US Quality Momentum ETF worth $56.2K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,029 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $43.2K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2720 holding.
  • Steward Partners Investment Advisory first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.