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Vision Retirement’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Vision Retirement’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 		– Sell
-101
Closed -$4.23K – 662
2025
Q4 		$4.23K Buy
+101
New +$4.28K ﹤0.01% 497

Other funds holding JOET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Vision Retirement's JOET Position: Q1 2026 in Review

Vision Retirement sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q1 2026, closing a stake of 101 shares — an estimated $4.23K sold.

Vision Retirement first reported a position in JOET in Q4 2025 and held it in 1 quarter. The position peaked at $4.23K in Q4 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q1 2026.

  • Vision Retirement reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Vision Retirement sold 101 Virtus Terranova US Quality Momentum ETF shares in Q1 2026, an estimated $4.23K.
  • Vision Retirement first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Vision Retirement's Virtus Terranova US Quality Momentum ETF position peaked at $4.23K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2026.

Based on Vision Retirement's 13F filing for Q1 2026, filed 7 May 2026.