Grassi Investment Management
Position in JOET — Virtus Terranova U.S. Quality Momentum ETF
CIK 1608531
SANTA CLARA, CA
All Filings in JOET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 JOET | $484,869 | 11,855 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 JOET | $548,550 | 15,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 JOET | $569,344 | 15,070 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 JOET | $553,539 | 15,050 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 JOET | $530,429 | 15,450 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 JOET | $528,347 | 15,350 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 JOET | $469,772 | 15,312 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 JOET | $423,565 | 15,187 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 JOET | $436,929 | 15,187 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 JOET | $453,590 | 16,487 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 JOET | $465,248 | 17,412 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 JOET | $427,024 | 17,387 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 JOET | $732,636 | 29,212 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 JOET | $970,652 | 32,312 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 JOET | $1,031,958 | 31,262 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 JOET | $742,251 | 25,110 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 JOET | $680,940 | 23,400 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 JOET | $637,309 | 23,950 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 JOET | $426,898 | 16,325 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||