WMP
JOET icon

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

Wealth Management Partners’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 		$1.85M Sell
40,009
-13,192
-25% -$575K 0.44% 50
2026
Q1 		$2.13M Buy
53,201
+11,710
+28% +$492K 0.61% 39
2025
Q4 		$1.74M Buy
41,491
+6,690
+19% +$283K 0.5% 44
2025
Q3 		$1.5M Buy
34,801
+6,836
+24% +$285K 0.48% 47
2025
Q2 		$1.15M Buy
+27,965
New +$1.06M 0.41% 54

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 $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Management Partners's JOET Position: Q2 2026 in Review

Wealth Management Partners reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 25% in Q2 2026, selling an estimated $575K and leaving 40,009 shares worth $1.85M. The position accounts for 0.44% of the portfolio, ranked #50.

Wealth Management Partners first reported a position in JOET in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.13M in Q1 2026. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Wealth Management Partners held 40,009 shares of Virtus Terranova US Quality Momentum ETF worth $1.85M as of Q2 2026.
  • Wealth Management Partners sold 13,192 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $575K.
  • Virtus Terranova US Quality Momentum ETF made up 0.44% of Wealth Management Partners's portfolio in Q2 2026, its #50 holding.
  • Wealth Management Partners first reported a position in Virtus Terranova US Quality Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealth Management Partners's Virtus Terranova US Quality Momentum ETF position peaked at $2.13M in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.