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

Total Clarity 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 Q2	$1.96M	Sell	42,418 -3,280	-7%	-$143K	0.38%	70
2026 Q1	$1.83M	Sell	45,698 -1,699	-4%	-$71.4K	0.43%	63
2025 Q4	$1.99M	Buy	47,397 +2,410	+5%	+$102K	0.48%	62
2025 Q3	$1.93M	Sell	44,987 -443	-1%	-$18.4K	0.51%	55
2025 Q2	$1.86M	Sell	45,430 -18,978	-29%	-$720K	0.53%	50
2025 Q1	$2.43M	Hold	64,408	–	–	0.79%	36
2024 Q4	$2.43M	Sell	64,408 -41,548	-39%	-$1.61M	0.79%	36
2024 Q3	$3.9M	Buy	105,956 +8,010	+8%	+$280K	1.25%	15
2024 Q2	$3.36M	Buy	97,946 +1,411	+1%	+$47.4K	1.17%	19
2024 Q1	$3.32M	Buy	96,535 +36,474	+61%	+$1.18M	1.16%	18
2023 Q4	$1.84M	Buy	60,061 +385	+0.6%	+$11K	0.76%	35
2023 Q3	$1.66M	Buy	59,676 +3,454	+6%	+$99.5K	0.8%	30
2023 Q2	$1.62M	Buy	56,222 +4,894	+10%	+$135K	0.8%	29
2023 Q1	$1.41M	Sell	51,328 -806	-2%	-$22.1K	0.77%	33
2022 Q4	$1.39M	Buy	+52,134	New	+$1.4M	0.71%	33
2022 Q3	–	Sell	-4,237	Closed	-$106K	–	618
2022 Q2	$106K	Buy	+4,237	New	+$115K	0.05%	310
2022 Q1	–	Sell	-4,137	Closed	-$137K	–	577
2021 Q4	$137K	Buy	4,137 +3,322	+408%	+$106K	0.06%	270
2021 Q3	$24K	Buy	+815	New	+$24.8K	0.01%	528

Other funds holding JOET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Total Clarity Wealth Management's JOET Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 7.2% in Q2 2026, selling an estimated $143K and leaving 42,418 shares worth $1.96M. The position accounts for 0.38% of the portfolio, ranked #70.

Total Clarity Wealth Management first reported a position in JOET in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.9M in Q3 2024. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Total Clarity Wealth Management held 42,418 shares of Virtus Terranova US Quality Momentum ETF worth $1.96M as of Q2 2026.
Total Clarity Wealth Management sold 3,280 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $143K.
Virtus Terranova US Quality Momentum ETF made up 0.38% of Total Clarity Wealth Management's portfolio in Q2 2026, its #70 holding.
Total Clarity Wealth Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2021 and has held it in 18 quarters since.
Total Clarity Wealth Management's Virtus Terranova US Quality Momentum ETF position peaked at $3.9M in Q3 2024.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.