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Position history for LPL Financial LLCLPL Financial LLC's holdings in VIRTUS TERRANOVA US QUALITY MOMENTUM ETF

LPL Financial LLC holds 391,401 shares of JOET (VIRTUS TERRANOVA US QUALITY MOMENTUM ETF), worth $18.1M as of 2026-Q2. The position was decreased (-8.0% shares). JOET represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$18.1M

Current Shares

391,401

Total Value Change

+$13.9M

Total Shares Change

+275,745

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
391,401
-8.0%
$18.1M0.0%$46.29
0
2026-Q1
Increased
425,271
+13.7%
$17M0.0%$42.04
32
2025-Q4
Increased
374,208
+88.8%
$15.7M0.0%$42.40
44
2025-Q3
Increased
198,171
+39.1%
$8.5M0.0%$42.79
36
2025-Q2
Increased
142,441
+5.2%
$5.8M0.0%$40.27
29
2025-Q1
Decreased
135,436
-1.7%
$5M0.0%$36.15
0
2024-Q4
Increased
137,723
+19.1%
$5.2M0.0%$37.73
32
2024-Q3
Decreased
115,656
-0.3%
$4.3M0.0%$36.19
0

Other major holders of JOET: MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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