NewEdge Advisors, LLC - VIRTUS ETF TR II ownership

VIRTUS ETF TR II's ticker is JOET and the CUSIP is 92790A504. A total of 28 filers reported holding VIRTUS ETF TR II in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VIRTUS ETF TR II
ValueSharesWeighting
Q2 2024$4,440,379
-3.5%
129,338
-3.3%
0.03%
-20.0%
Q1 2024$4,602,061
+13.9%
133,703
+2.8%
0.04%
+5.3%
Q4 2023$4,041,162
+10.1%
130,089
-1.1%
0.04%
-5.0%
Q3 2023$3,669,440
-16.0%
131,568
-13.4%
0.04%
-18.4%
Q2 2023$4,370,675151,9180.05%
Other shareholders
VIRTUS ETF TR II shareholders Q2 2023
NameSharesValueWeighting ↓
Ahrens Investment Partners LLC 250,556$6,694,8503.04%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 133,142$3,557,5542.05%
Financial Enhancement Group LLC 167,202$4,683,3280.90%
Palumbo Wealth Management LLC 35,890$958,9810.76%
Milestone Investment Advisors LLC 75,808$2,025,5900.71%
Total Clarity Wealth Management, Inc. 52,134$1,393,0200.71%
Institute for Wealth Management, LLC. 30,832$823,8310.17%
Grassi Investment Management 17,412$4650.06%
HARBOUR INVESTMENTS, INC. 11,112$296,9130.02%
Cambridge Investment Research Advisors, Inc. 89,169$2,3830.01%
View complete list of VIRTUS ETF TR II shareholders