Institute for Wealth Management, LLC.
Position in JOET — Virtus Terranova U.S. Quality Momentum ETF
CIK 1533954
DENVER, CO
All Filings in JOET
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JOET | $1,471,582 | 36,762 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 JOET | $1,547,742 | 36,851 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 JOET | $1,595,197 | 37,089 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 JOET | $1,606,224 | 39,272 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 JOET | $1,476,404 | 40,372 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 JOET | $1,525,254 | 40,372 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 JOET | $1,494,628 | 40,637 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 JOET | $1,438,442 | 41,898 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 JOET | $1,452,179 | 42,190 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 JOET | $1,294,235 | 42,185 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 JOET | $1,182,396 | 42,395 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 JOET | $1,219,704 | 42,395 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 JOET | $1,180,127 | 42,895 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 JOET | $823,831 | 30,832 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||