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Synergy Asset Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-40,937
Closed -$1.51M – 484
2024
Q4 		$1.51M Hold
40,937
– – 0.12% 101
2024
Q3 		$1.51M Buy
+40,937
New +$1.43M 0.23% 73

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Synergy Asset Management's JOET Position: Q1 2025 in Review

Synergy Asset Management sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q1 2025, closing a stake of 40,937 shares — an estimated $1.51M sold.

Synergy Asset Management first reported a position in JOET in Q3 2024 and held it in 2 quarters. The position peaked at $1.51M in Q4 2024. 36 funds tracked by Wall St. Rank hold JOET as of Q1 2025.

  • Synergy Asset Management reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 40,937 Virtus Terranova US Quality Momentum ETF shares in Q1 2025, an estimated $1.51M.
  • Synergy Asset Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2024 and held it in 2 quarters.
  • Synergy Asset Management's Virtus Terranova US Quality Momentum ETF position peaked at $1.51M in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.