Institute for Wealth Management, LLC. - VIRTUS ETF TR II ownership

VIRTUS ETF TR II's ticker is JOET and the CUSIP is 92790A504. A total of 26 filers reported holding VIRTUS ETF TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VIRTUS ETF TR II
ValueSharesWeighting
Q3 2023$1,182,397
-3.1%
42,3950.0%0.21%
+3.4%
Q2 2023$1,219,705
+3.4%
42,395
-1.2%
0.21%
-8.4%
Q1 2023$1,180,106
+43.2%
42,895
+39.1%
0.22%
+30.1%
Q4 2022$823,83130,8320.17%
Other shareholders
VIRTUS ETF TR II shareholders Q3 2023
NameSharesValueWeighting ↓
Palumbo Wealth Management LLC 61,093$1,703,8840.94%
Total Clarity Wealth Management, Inc. 59,676$1,664,3640.80%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 54,624$1,523,4630.73%
Milestone Investment Advisors LLC 75,327$2,100,8710.60%
Institute for Wealth Management, LLC. 42,395$1,182,3970.21%
Grassi Investment Management 15,187$4240.05%
NewEdge Advisors, LLC 131,568$3,669,4400.04%
Mutual Advisors, LLC 25,568$713,0920.03%
HARBOUR INVESTMENTS, INC. 13,280$370,3790.02%
DHJJ Financial Advisors, Ltd. 1,152$32,1300.02%
View complete list of VIRTUS ETF TR II shareholders