UBS Group
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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
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
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 $38.8B AUM 21.88% 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 $193M 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

UBS Group's JOET Position: Q1 2026 in Review

UBS Group reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 28% in Q1 2026, selling an estimated $31.1K and leaving 1,944 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7119.

UBS Group first reported a position in JOET in Q1 2021 and has held it in 12 quarters since. The position peaked at $200K in Q2 2025. 52 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • UBS Group held 1,944 shares of Virtus Terranova US Quality Momentum ETF worth $77.8K as of Q1 2026.
  • UBS Group sold 741 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $31.1K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7119 holding.
  • UBS Group first reported a position in Virtus Terranova US Quality Momentum ETF in Q1 2021 and has held it in 12 quarters since.
  • UBS Group's Virtus Terranova US Quality Momentum ETF position peaked at $200K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.