UBS Group’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

UBS Group’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	$22.3K	Sell	482 -1,462	-75%	-$63.7K	﹤0.01%	8094
2026 Q1	$77.8K	Sell	1,944 -741	-28%	-$31.1K	﹤0.01%	7119
2025 Q4	$113K	Buy	+2,685	New	+$114K	﹤0.01%	6853
2025 Q3	–	Sell	-4,902	Closed	-$200K	–	10615
2025 Q2	$200K	Buy	4,902 +4,348	+785%	+$165K	﹤0.01%	6721
2025 Q1	$20.3K	Buy	+554	New	+$21.3K	﹤0.01%	8225
2023 Q4	–	Sell	-55	Closed	-$1.53K	–	9601
2023 Q3	$1.53K	Sell	55 -3,586	-98%	-$103K	﹤0.01%	7906
2023 Q2	$105K	Buy	3,641 +2,607	+252%	+$71.9K	﹤0.01%	5981
2023 Q1	$28.4K	Buy	+1,034	New	+$28.3K	﹤0.01%	6839
2022 Q4	–	Sell	-5,943	Closed	-$146K	–	10938
2022 Q3	$146K	Buy	5,943 +5,888	+10,705%	+$156K	﹤0.01%	5380
2022 Q2	$1K	Sell	55 -1,392	-96%	-$37.8K	﹤0.01%	9892
2022 Q1	$43K	Sell	1,447 -294	-17%	-$8.72K	﹤0.01%	6643
2021 Q4	$57K	Buy	+1,741	New	+$55.5K	﹤0.01%	6779
2021 Q2	–	Sell	-3,948	Closed	-$105K	–	9597
2021 Q1	$105K	Buy	+3,948	New	+$103K	﹤0.01%	5928

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

UBS Group's JOET Position: Q2 2026 in Review

UBS Group reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 75% in Q2 2026, selling an estimated $63.7K and leaving 482 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #8094.

UBS Group first reported a position in JOET in Q1 2021 and has held it in 13 quarters since. The position peaked at $200K in Q2 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

UBS Group held 482 shares of Virtus Terranova US Quality Momentum ETF worth $22.3K as of Q2 2026.
UBS Group sold 1,462 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $63.7K.
Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8094 holding.
UBS Group first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2021 and has held it in 13 quarters since.
UBS Group's Virtus Terranova US Quality Momentum ETF position peaked at $200K in Q2 2025.
53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.