Wells Fargo
JOET icon

Wells Fargo’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Wells Fargo’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 		$20.9M Sell
450,595
-7,317
-2% -$319K ﹤0.01% 1605
2026
Q1 		$18.3M Sell
457,912
-45,133
-9% -$1.9M ﹤0.01% 1571
2025
Q4 		$21.1M Buy
503,045
+21,442
+4% +$909K ﹤0.01% 1460
2025
Q3 		$20.7M Buy
481,603
+129,488
+37% +$5.39M ﹤0.01% 1452
2025
Q2 		$14.4M Buy
352,115
+49,658
+16% +$1.88M ﹤0.01% 1641
2025
Q1 		$11.1M Buy
302,457
+38,444
+15% +$1.48M ﹤0.01% 1780
2024
Q4 		$9.97M Buy
264,013
+66,651
+34% +$2.58M ﹤0.01% 1892
2024
Q3 		$7.26M Buy
197,362
+14,147
+8% +$495K ﹤0.01% 2082
2024
Q2 		$6.29M Buy
183,215
+167,328
+1,053% +$5.62M ﹤0.01% 2089
2024
Q1 		$547K Buy
15,887
+14,789
+1,347% +$477K ﹤0.01% 3827
2023
Q4 		$33.7K Sell
1,098
-74,844
-99% -$2.14M ﹤0.01% 5426
2023
Q3 		$2.12M Buy
75,942
+75,688
+29,798% +$2.18M ﹤0.01% 2772
2023
Q2 		$7.31K Buy
+254
New +$7K ﹤0.01% 5987
2022
Q4 		– Sell
-200
Closed -$5K – 7595
2022
Q3 		$5K Buy
+200
New +$5.3K ﹤0.01% 5906
2021
Q1 		– Sell
-200
Closed -$5K – 7127
2020
Q4 		$5K Buy
+200
New +$5.1K ﹤0.01% 6139

Other funds holding JOET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Wells Fargo's JOET Position: Q2 2026 in Review

Wells Fargo reduced its Virtus Terranova US Quality Momentum ETF (JOET) stake by 1.6% in Q2 2026, selling an estimated $319K and leaving 450,595 shares worth $20.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Wells Fargo first reported a position in JOET in Q4 2020 and has held it in 15 quarters since. The position peaked at $21.1M in Q4 2025. 53 funds tracked by Wall St. Rank hold JOET as of Q2 2026.

  • Wells Fargo held 450,595 shares of Virtus Terranova US Quality Momentum ETF worth $20.9M as of Q2 2026.
  • Wells Fargo sold 7,317 Virtus Terranova US Quality Momentum ETF shares in Q2 2026, an estimated $319K.
  • Virtus Terranova US Quality Momentum ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1605 holding.
  • Wells Fargo first reported a position in Virtus Terranova US Quality Momentum ETF in Q4 2020 and has held it in 15 quarters since.
  • Wells Fargo's Virtus Terranova US Quality Momentum ETF position peaked at $21.1M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.