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JOETJOET
13 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in VIRTUS ETF TR II

Yes. Newedge Group holds 92,435 shares of JOET, worth $4.3M, as of its Q2 2026 13F filing. It increased the position by 1,872 shares (+2.1%) from Q1 2026. Newedge Group has held JOET since Q2 2023, across 13 quarterly 13F filings.

Current Value

$4.3M

Current Shares

92,435

Total Value Change

-$92,311

Total Shares Change

-59,483

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
92,435
+2.1%
$4.3M0.0%$46.29
27
2026-Q1
Decreased
90,563
-4.2%
$3.6M0.0%$40.03
0
2025-Q4
Decreased
94,543
-40.1%
$4M0.0%$42.00
0
2025-Q3
Increased
157,770
+1.9%
$6.8M0.0%$42.73
28
2025-Q2
Increased
154,812
+25.4%
$6.3M0.0%$40.64
33
2025-Q1
Increased
123,478
+119.2%
$4.5M0.0%$36.33
43
2024-Q4
Decreased
56,320
-1.4%
$2.1M0.0%$37.54
0
2024-Q3
Decreased
57,121
-55.8%
$2.1M0.0%$36.29
0
2024-Q2
Decreased
129,338
-3.3%
$4.4M0.0%$33.87
0
2024-Q1
Increased
133,703
+2.8%
$4.6M0.0%$33.96
28
2023-Q4
Decreased
130,089
-1.1%
$4M0.0%$30.27
0
2023-Q3
Decreased
131,568
-13.4%
$3.7M0.0%$27.16
0
2023-Q2
New
151,918
-
$4.4M0.0%$28.01
37

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

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