Triumph Capital Management’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Triumph Capital 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	$406K	Buy	8,782 +4,143	+89%	+$180K	0.07%	253
2026 Q1	$186K	Sell	4,639 -1,715	-27%	-$72.1K	0.04%	346
2025 Q4	$267K	Sell	6,354 -1,281	-17%	-$54.3K	0.06%	270
2025 Q3	$328K	Buy	7,635 +573	+8%	+$23.9K	0.09%	233
2025 Q2	$289K	Buy	+7,062	New	+$268K	0.09%	229

Other funds holding JOET

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $156M AUM

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Triumph Capital Management's JOET Position: Q2 2026 in Review

Triumph Capital Management increased its Virtus Terranova US Quality Momentum ETF (JOET) stake by 89% in Q2 2026, buying an estimated $180K and bringing the position to 8,782 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #253.

Triumph Capital Management first reported a position in JOET in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

Triumph Capital Management held 8,782 shares of Virtus Terranova US Quality Momentum ETF worth $406K as of Q2 2026.
Triumph Capital Management bought 4,143 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $180K.
Virtus Terranova US Quality Momentum ETF made up 0.07% of Triumph Capital Management's portfolio in Q2 2026, its #253 holding.
Triumph Capital Management first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.