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Zimmermann Investment Management & Planning’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q1 		– Sell
-15,549
Closed -$477K – 143
2023
Q4 		$477K Sell
15,549
-39,075
-72% -$1.12M 0.2% 71
2023
Q3 		$1.52M Sell
54,624
-290,643
-84% -$8.37M 0.73% 40
2023
Q2 		$9.93M Buy
345,267
+53,607
+18% +$1.48M 4.62% 5
2023
Q1 		$8.02M Buy
291,660
+158,518
+119% +$4.34M 4.19% 6
2022
Q4 		$3.56M Buy
133,142
+110,091
+478% +$2.96M 2.05% 18
2022
Q3 		$566K Buy
+23,051
New +$611K 0.35% 50

Other funds holding JOET

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Zimmermann Investment Management & Planning's JOET Position: Q1 2024 in Review

Zimmermann Investment Management & Planning sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q1 2024, closing a stake of 15,549 shares — an estimated $477K sold.

Zimmermann Investment Management & Planning first reported a position in JOET in Q3 2022 and held it in 6 quarters. The position peaked at $9.93M in Q2 2023. 25 funds tracked by Wall St. Rank hold JOET as of Q1 2024.

  • Zimmermann Investment Management & Planning reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 15,549 Virtus Terranova US Quality Momentum ETF shares in Q1 2024, an estimated $477K.
  • Zimmermann Investment Management & Planning first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2022 and held it in 6 quarters.
  • Zimmermann Investment Management & Planning's Virtus Terranova US Quality Momentum ETF position peaked at $9.93M in Q2 2023.
  • 25 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q1 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2024, filed 23 Apr 2024.